Illumina, Inc. vs Intuitive Surgical, Inc. — how do they compare? Illumina, Inc. trades at $268.11 (market cap $39.95B), while Intuitive Surgical, Inc. trades at $426.6 (market cap $146.76B). The key difference: Intuitive Surgical, Inc. is far larger — about 3.7× Illumina, Inc.'s market cap, and Illumina, Inc. is trading nearer its 52-week high, Intuitive Surgical, Inc. nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Illumina, Inc. for 83 Days and Intuitive Surgical, Inc. for 84 Days on average.
| ILMN | ISRG | |
|---|---|---|
Market Cap | $39.95B | $146.76B |
Volume | 3,169,503 | 2,529,814 |
Sector | Health | Health |
52-Week High | $293.69 | $592.85 |
52-Week Low | $91.00 | $332.02 |
Typical Hold Time | 83 Days | 84 Days |
Enterprise Value | $41.31B | $141.54B |
Signals from Pluang's Aura AI — not financial advice
Illumina (ILMN) trades at $267.76, down 2.11% today but remains near recent highs after a strong 94.9% YTD rally. The stock shows bullish technical momentum with recent earnings beats and improved profitability, with net income turning positive to $850 million in 2025 after previous losses. S&P 500 inclusion in September 2026 and growing AI integration in genomics provide positive catalysts, though valuation metrics remain elevated with a P/E of 49.36.
Outlook remains positive with analyst consensus favoring Buy ratings (54%) and a $241 price target, though current price exceeds consensus. Key opportunities include sequencing growth and AI adoption, while risks include China headwinds, margin pressure, and high valuation multiples requiring sustained execution to justify premium pricing.
Intuitive Surgical (ISRG) trades at $414.52, up 2.41% today, with strong bullish technical signals from moving averages. The company demonstrates robust fundamentals with revenue growth from $6.2B in 2022 to $10.1B in 2025 and net income margin expanding to 28.45%. Recent quarterly earnings have consistently beaten expectations, with Q2 2026 EPS of $2.80 surpassing the $2.48 forecast.
ISRG maintains a dominant position in robotic surgery with expanding international growth, though valuation multiples remain elevated with a P/E of 47.64. Analyst consensus is strongly bullish with a $480.78 price target representing 16% upside potential. Key risks include competitive pressures and international market volatility, particularly in China.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →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 →