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Side-by-side financial comparison of Intuitive Surgical (ISRG) and STIFEL FINANCIAL CORP (SF). Click either name above to swap in a different company.
Intuitive Surgical is the larger business by last-quarter revenue ($2.8B vs $1.7B, roughly 1.7× STIFEL FINANCIAL CORP). Intuitive Surgical runs the higher net margin — 29.8% vs 15.1%, a 14.7% gap on every dollar of revenue. On growth, Intuitive Surgical posted the faster year-over-year revenue change (23.0% vs 17.7%). Over the past eight quarters, STIFEL FINANCIAL CORP's revenue compounded faster (44.4% CAGR vs 17.4%).
Intuitive Surgical, Inc. is an American biotechnology company that develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery, most notably with the da Vinci Surgical System. The company is part of the Nasdaq-100, S&P 100 and S&P 500. As of 31 December 2021, Intuitive Surgical had an installed base of 6,730 da Vinci Surgical Systems, including 4,139 in the U.S.
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
ISRG vs SF — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $1.7B |
| Net Profit | $826.0M | $251.4M |
| Gross Margin | 66.1% | — |
| Operating Margin | 64.8% | 30.8% |
| Net Margin | 29.8% | 15.1% |
| Revenue YoY | 23.0% | 17.7% |
| Net Profit YoY | 17.4% | 374.4% |
| EPS (diluted) | $2.28 | $1.48 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.8B | $1.7B | ||
| Q4 25 | $2.9B | $1.1B | ||
| Q3 25 | $2.5B | $962.6M | ||
| Q2 25 | $2.4B | $838.9M | ||
| Q1 25 | $2.3B | $842.5M | ||
| Q4 24 | $2.4B | $916.0M | ||
| Q3 24 | $2.0B | $810.9M | ||
| Q2 24 | $2.0B | $798.9M |
| Q1 26 | $826.0M | $251.4M | ||
| Q4 25 | $794.8M | $264.4M | ||
| Q3 25 | $704.4M | $211.4M | ||
| Q2 25 | $658.4M | $155.1M | ||
| Q1 25 | $698.4M | $53.0M | ||
| Q4 24 | $685.7M | $244.0M | ||
| Q3 24 | $565.1M | $158.5M | ||
| Q2 24 | $526.9M | $165.3M |
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | — | ||
| Q3 25 | 66.4% | — | ||
| Q2 25 | 66.3% | — | ||
| Q1 25 | 64.7% | — | ||
| Q4 24 | 68.0% | — | ||
| Q3 24 | 67.4% | — | ||
| Q2 24 | 68.3% | — |
| Q1 26 | 64.8% | 30.8% | ||
| Q4 25 | 30.2% | 27.3% | ||
| Q3 25 | 30.3% | 29.7% | ||
| Q2 25 | 30.5% | 25.5% | ||
| Q1 25 | 25.7% | 7.5% | ||
| Q4 24 | 30.4% | 29.1% | ||
| Q3 24 | 28.3% | 26.7% | ||
| Q2 24 | 28.2% | 28.4% |
| Q1 26 | 29.8% | 15.1% | ||
| Q4 25 | 27.7% | 23.5% | ||
| Q3 25 | 28.1% | 22.0% | ||
| Q2 25 | 27.0% | 18.5% | ||
| Q1 25 | 31.0% | 6.3% | ||
| Q4 24 | 28.4% | 26.6% | ||
| Q3 24 | 27.7% | 19.5% | ||
| Q2 24 | 26.2% | 20.7% |
| Q1 26 | $2.28 | $1.48 | ||
| Q4 25 | $2.19 | $2.30 | ||
| Q3 25 | $1.95 | $1.84 | ||
| Q2 25 | $1.81 | $1.34 | ||
| Q1 25 | $1.92 | $0.39 | ||
| Q4 24 | $1.89 | $2.10 | ||
| Q3 24 | $1.56 | $1.34 | ||
| Q2 24 | $1.46 | $1.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $17.6B | $332.3M |
| Total Assets | $20.1B | $42.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $2.3B | ||
| Q3 25 | $4.9B | $3.2B | ||
| Q2 25 | $5.3B | $1.9B | ||
| Q1 25 | $4.5B | $2.7B | ||
| Q4 24 | $4.0B | $2.6B | ||
| Q3 24 | $4.2B | $1.9B | ||
| Q2 24 | $4.8B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
| Q1 26 | $17.6B | $332.3M | ||
| Q4 25 | $17.8B | $6.0B | ||
| Q3 25 | $16.9B | $5.8B | ||
| Q2 25 | $17.8B | $5.6B | ||
| Q1 25 | $17.1B | $5.5B | ||
| Q4 24 | $16.4B | $5.7B | ||
| Q3 24 | $15.6B | $5.6B | ||
| Q2 24 | $14.7B | $5.4B |
| Q1 26 | $20.1B | $42.9B | ||
| Q4 25 | $20.5B | $41.3B | ||
| Q3 25 | $19.4B | $41.7B | ||
| Q2 25 | $20.2B | $39.9B | ||
| Q1 25 | $19.2B | $40.4B | ||
| Q4 24 | $18.7B | $39.9B | ||
| Q3 24 | $17.7B | $38.9B | ||
| Q2 24 | $16.6B | $37.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
