ISRG vs. WMT
ISRG (Intuitive Surgical, Inc.) and WMT (Walmart Inc.) are both stocks. ISRG operates in Medical Instruments & Supplies (Healthcare), while WMT operates in Discount Stores (Consumer Defensive). Over the past 10 years, ISRG returned 19.09%/yr vs 19.77%/yr for WMT. At a 0.22 correlation, their price movements are largely independent.
Performance
ISRG vs. WMT - Performance Comparison
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Returns By Period
In the year-to-date period, ISRG achieves a -27.42% return, which is significantly lower than WMT's 9.07% return. Both investments have delivered pretty close results over the past 10 years, with ISRG having a 19.09% annualized return and WMT not far ahead at 19.77%.
ISRG
- 1D
- -0.45%
- 1M
- -3.97%
- YTD
- -27.42%
- 6M
- -24.20%
- 1Y
- -19.74%
- 3Y*
- 9.23%
- 5Y*
- 7.37%
- 10Y*
- 19.09%
WMT
- 1D
- 0.45%
- 1M
- -8.62%
- YTD
- 9.07%
- 6M
- 4.13%
- 1Y
- 29.24%
- 3Y*
- 34.18%
- 5Y*
- 22.42%
- 10Y*
- 19.77%
ISRG vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISRG Intuitive Surgical, Inc. | -27.42% | 8.51% | 54.72% | 27.14% | -26.15% | 31.76% | 38.39% | 23.43% | 31.23% | 72.64% |
WMT Walmart Inc. | 9.07% | 24.49% | 73.99% | 12.88% | -0.46% | 1.97% | 23.32% | 30.16% | -3.43% | 46.56% |
Correlation
The correlation between ISRG and WMT is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jun 16, 2000 | 0.22 |
The correlation between ISRG and WMT shifts across timeframes, from -0.05 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ISRG:
$147.90B
WMT:
$968.20B
ISRG:
$8.24
WMT:
$2.88
ISRG:
49.88
WMT:
42.04
ISRG:
3.05
WMT:
2.75
ISRG:
14.04
WMT:
1.34
ISRG:
8.40
WMT:
10.26
ISRG:
$10.58B
WMT:
$725.31B
ISRG:
$7.02B
WMT:
$181.16B
ISRG:
$3.76B
WMT:
$44.32B
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Return for Risk
ISRG vs. WMT — Risk / Return Rank
ISRG
WMT
ISRG vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intuitive Surgical, Inc. (ISRG) and Walmart Inc. (WMT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ISRG | WMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.66 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.23 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 1.83 | -2.45 |
| Martin ratioReturn relative to average drawdown | -1.24 | 5.82 | -7.07 |
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Drawdowns
ISRG vs. WMT - Drawdown Comparison
The maximum ISRG drawdown since its inception was -82.26%, which is greater than WMT's maximum drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for ISRG and WMT.
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Drawdown Indicators
| ISRG | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.26% | -77.14% | -5.12% |
Max Drawdown (1Y)Largest decline over 1 year | -32.14% | -15.75% | -16.39% |
Max Drawdown (3Y)Largest decline over 3 years | -34.10% | -21.93% | -12.17% |
Max Drawdown (5Y)Largest decline over 5 years | -49.90% | -25.74% | -24.16% |
Max Drawdown (10Y)Largest decline over 10 years | -49.90% | -25.74% | -24.16% |
Current DrawdownCurrent decline from peak | -32.66% | -9.81% | -22.85% |
Average DrawdownAverage peak-to-trough decline | -21.28% | -14.63% | -6.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.00% | 4.94% | +11.06% |
Volatility
ISRG vs. WMT - Volatility Comparison
Intuitive Surgical, Inc. (ISRG) and Walmart Inc. (WMT) have volatilities of 9.70% and 9.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISRG | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.70% | 9.86% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 20.72% | 18.49% | +2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.69% | 23.67% | +7.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.19% | 21.68% | +11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.40% | 21.73% | +10.67% |
Dividends
ISRG vs. WMT - Dividend Comparison
ISRG has not paid dividends to shareholders, while WMT's dividend yield for the trailing twelve months is around 0.80%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISRG Intuitive Surgical, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WMT Walmart Inc. | 0.80% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Financials
ISRG vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Intuitive Surgical, Inc. and Walmart Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ISRG vs. WMT - Profitability Comparison
ISRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Intuitive Surgical, Inc. reported a gross profit of 1.83B and revenue of 2.77B. Therefore, the gross margin over that period was 66.1%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a gross profit of 44.69B and revenue of 177.75B. Therefore, the gross margin over that period was 25.1%.
ISRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Intuitive Surgical, Inc. reported an operating income of 855.30M and revenue of 2.77B, resulting in an operating margin of 30.9%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported an operating income of 7.49B and revenue of 177.75B, resulting in an operating margin of 4.2%.
ISRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Intuitive Surgical, Inc. reported a net income of 821.50M and revenue of 2.77B, resulting in a net margin of 29.7%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Walmart Inc. reported a net income of 5.65B and revenue of 177.75B, resulting in a net margin of 3.2%.
Frequently Asked Questions
ISRG and WMT have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WMT has higher volatility (9.86%) compared to ISRG (9.70%). In terms of maximum drawdown, ISRG dropped -82.26% vs WMT's -77.14%.
WMT currently has the higher Sharpe Ratio (1.22 vs -0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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