Aon PLC vs Intuitive Surgical, Inc. — how do they compare? Aon PLC trades at $353.49 (market cap $75.61B), while Intuitive Surgical, Inc. trades at $400.2 (market cap $141.75B). The key difference: Intuitive Surgical, Inc. is the larger of the two by market cap, and Aon PLC pays a 0.92% dividend while Intuitive Surgical, Inc. pays none. Which is the better fit depends on your goals.
| AON | ISRG | |
|---|---|---|
Market Cap | $75.61B | $141.75B |
Sector | Financials | Health |
52-Week High | $381.26 | $592.85 |
52-Week Low | $308.22 | $332.02 |
Enterprise Value | $90.22B | $136.53B |
Dividend Yield | 0.92% | — |
Signals from Pluang's Aura AI — not financial advice
AON trades at $356.97, down 0.37% with neutral technical signals. The company shows strong fundamentals with Q2 2026 EPS beating estimates at $3.81 versus $3.80 expected, marking the third consecutive quarterly beat. Revenue growth accelerated to 5% organic in Q2 2026, while margins expanded 70 basis points. Analyst consensus price target stands at $410, representing 15% upside potential from current levels.
AON presents a compelling investment case with consistent earnings outperformance and robust profitability metrics including 44.88% ROE. However, premium valuation multiples and modest organic growth create headwinds. The stock offers 15% upside to consensus targets but requires monitoring of valuation compression risks amid competitive insurance brokerage markets.
Intuitive Surgical (ISRG) trades at $393.38, up 3.85% on the day, with a bullish technical signal and strong earnings momentum, having beaten EPS estimates for three consecutive quarters. The stock exhibits premium valuation metrics, including a P/E of 46.01 and P/S of 13.08, supported by robust revenue growth, which reached $10.06B in 2025, and high net income margins of 28.45%. Recent news highlights analyst upgrades and optimism around the da Vinci 5 system's adoption.
The outlook remains positive given durable demand and innovation, but risks include heightened competition and valuation sensitivity. Wall Street consensus is bullish with a $518.10 price target, implying significant upside, though investors should weigh premium multiples against growth sustainability and competitive pressures in the medtech space.
Trailing returns across standard periods
Latest headlines on both assets
Aon is a leading global provider of insurance and reinsurance brokerage and human resource solutions. Its operations are tilted toward its brokerage operations. Headquartered in London, Aon has about 50,000 employees and operations in 120 countries around the world.
Read more on AON →Intuitive Surgical develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed nearly 7,000 da Vinci systems in hospitals worldwide, with more than 4,000 installations in the United States and a growing number in emerging markets.
Read more on ISRG →