Intuitive Surgical, Inc. vs Rent the Runway Inc — how do they compare? Intuitive Surgical, Inc. trades at $351.31 (market cap $125.08B), while Rent the Runway Inc trades at $3.11 (market cap $104.26M). The key difference: Intuitive Surgical, Inc. is far larger — about 1199.7× Rent the Runway Inc's market cap. Which is the better fit depends on your goals.
| ISRG | RENT | |
|---|---|---|
Market Cap | $125.08B | $104.26M |
Sector | Health | Consumer Cyclical |
52-Week High | $592.85 | $9.39 |
52-Week Low | $345.42 | $3.09 |
Enterprise Value | $116.45B | $264.36M |
Signals from Pluang's Aura AI — not financial advice
Intuitive Surgical (ISRG) trades at $350.06, down 1.34% on the day and near its 52-week low of $344.55. The stock is in a bearish technical trend despite strong fundamentals: Q2 2026 EPS beat estimates at $2.80 vs. $2.48 expected, revenue grew to $10.06B in 2025, and net income margin expanded to 28.45%. However, slowing U.S. procedure growth and a cautious 2026 outlook have pressured shares, with recent news highlighting a nearly 40% decline year-to-date.
The outlook remains mixed: robust profitability and a 69.6% analyst buy rating with a $504.56 consensus target suggest long-term value, but near-term risks include valuation concerns (P/E 40.5), competitive pressures, and macroeconomic headwinds. Investors face a divergence between solid execution and market sentiment driven by growth deceleration fears.
RENT trades at $3.10, down 1.9% on the day, with a bearish technical signal from moving averages despite a neutral oscillator reading. The company reported Q1 2026 revenue growth of 29.2% year-over-year to $89.9 million, beating expectations, but net income remains negative at -$69.9 million for 2025. Leadership transition is underway with the CEO stepping down in May 2026, while the balance sheet shows negative equity of -$182.5 million and high debt levels.
The outlook is mixed: strong revenue growth and low valuation ratios (P/E 0.41, P/S 0.17) suggest upside potential, but persistent losses, negative equity, and high leverage pose significant risks. Analyst consensus is cautious with 42% buy ratings, highlighting the stock's speculative nature amid operational challenges and debt concerns.
Trailing returns across standard periods
Latest headlines on both assets
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 →Rent the Runway Inc is an e-commerce platform that allows users to rent, subscribe, or buy designer apparel and accessories.
Read more on RENT →