OPXS vs. ISRG
OPXS (Optex Systems Holdings Inc. Common Stock) and ISRG (Intuitive Surgical, Inc.) are both stocks. OPXS operates in Aerospace & Defense (Industrials), while ISRG operates in Medical Instruments & Supplies (Healthcare). Over the past 10 years, OPXS returned 20.56%/yr vs 16.69%/yr for ISRG. Their 0.04 correlation means their historical movements had little consistent relationship.
Performance
OPXS vs. ISRG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OPXS achieves a -19.82% return, which is significantly higher than ISRG's -36.12% return. Over the past 10 years, OPXS has outperformed ISRG with an annualized return of 20.56%, while ISRG has yielded a comparatively lower 16.69% annualized return.
OPXS
- 1D
- -0.83%
- 1M
- -11.17%
- 6M
- -24.00%
- YTD
- -19.82%
- 1Y
- -8.75%
- 3Y*
- 50.58%
- 5Y*
- 49.06%
- 10Y*
- 20.56%
- ALL TIME*
- -13.82%
ISRG
- 1D
- 1.39%
- 1M
- -10.60%
- 6M
- -31.09%
- YTD
- -36.12%
- 1Y
- -26.75%
- 3Y*
- 3.48%
- 5Y*
- 2.03%
- 10Y*
- 16.69%
- ALL TIME*
- 21.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.93B | $1.48B | $1.19B | |
| $411.20K | $437.74K | $504.80K |
OPXS vs. ISRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPXS Optex Systems Holdings Inc. Common Stock | -19.82% | 106.71% | 4.66% | 122.19% | 57.75% | 5.06% | -9.64% | 50.38% | 23.80% | 70.34% |
ISRG Intuitive Surgical, Inc. | -36.12% | 8.51% | 54.72% | 27.14% | -26.15% | 31.76% | 38.39% | 23.43% | 31.23% | 72.64% |
Correlation
The correlation between OPXS and ISRG is 0.16, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.16 |
Correlation (3Y) Balances recent behavior with more history. | 0.10 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.09 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.07 |
Correlation (All Time) Calculated using the full available price history since May 4, 2009 | 0.04 |
The correlation between OPXS and ISRG shifts across timeframes, from 0.04 (all time) to 0.16 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
OPXS:
$79.13M
ISRG:
$127.82B
OPXS:
$143.25
ISRG:
$8.72
OPXS:
0.08
ISRG:
41.51
OPXS:
0.00
ISRG:
2.54
OPXS:
0.01
ISRG:
11.81
OPXS:
$3.78B
ISRG:
$11.03B
OPXS:
$1.45B
ISRG:
$7.36B
OPXS:
$664.48M
ISRG:
$4.18B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OPXS vs. ISRG — Risk / Return Rank
OPXS
ISRG
OPXS vs. ISRG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Optex Systems Holdings Inc. Common Stock (OPXS) and Intuitive Surgical, Inc. (ISRG). 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.
| OPXS | ISRG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.88 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | -0.61 | +0.40 |
| Martin ratioReturn relative to average drawdown | -0.38 | -1.43 | +1.04 |
Loading charts...
Drawdowns
OPXS vs. ISRG - Drawdown Comparison
The maximum OPXS drawdown since its inception was -99.87%, which is greater than ISRG's maximum drawdown of -82.26%. Use the drawdown chart below to compare losses from any high point for OPXS and ISRG.
Loading charts...
Drawdown Indicators
| OPXS | ISRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.87% | -82.26% | -17.61% |
Max Drawdown (1Y)Largest decline over 1 year | -41.80% | -44.00% | +2.20% |
Max Drawdown (3Y)Largest decline over 3 years | -45.68% | -45.61% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -45.68% | -49.90% | +4.22% |
Max Drawdown (10Y)Largest decline over 10 years | -76.40% | -49.90% | -26.50% |
Current DrawdownCurrent decline from peak | -97.35% | -40.73% | -56.62% |
Average DrawdownAverage peak-to-trough decline | -95.71% | -21.35% | -74.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.79% | 18.77% | +4.02% |
Volatility
OPXS vs. ISRG - Volatility Comparison
The current volatility for Optex Systems Holdings Inc. Common Stock (OPXS) is 17.10%, while Intuitive Surgical, Inc. (ISRG) has a volatility of 20.54%. This indicates that OPXS experiences smaller price fluctuations and is considered to be less risky than ISRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OPXS | ISRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.10% | 20.54% | -3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 45.44% | 28.05% | +17.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 67.54% | 35.87% | +31.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.42% | 34.29% | +20.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.31% | 32.94% | +26.37% |
Dividends
OPXS vs. ISRG - Dividend Comparison
Neither OPXS nor ISRG has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
ISRG Intuitive Surgical, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OPXS Optex Systems Holdings Inc. Common Stock | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.05% | 3.64% |
Financials
OPXS vs. ISRG - Financials Comparison
This section allows you to compare key financial metrics between Optex Systems Holdings Inc. Common Stock and Intuitive Surgical, 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
OPXS vs. ISRG - Profitability Comparison
OPXS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Optex Systems Holdings Inc. Common Stock reported a gross profit of 1.44B and revenue of 3.75B. Therefore, the gross margin over that period was 38.3%.
ISRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Intuitive Surgical, Inc. reported a gross profit of 1.96B and revenue of 2.89B. Therefore, the gross margin over that period was 67.8%.
OPXS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Optex Systems Holdings Inc. Common Stock reported an operating income of 660.00M and revenue of 3.75B, resulting in an operating margin of 17.6%.
ISRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Intuitive Surgical, Inc. reported an operating income of 971.90M and revenue of 2.89B, resulting in an operating margin of 33.6%.
OPXS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Optex Systems Holdings Inc. Common Stock reported a net income of 660.00M and revenue of 3.75B, resulting in a net margin of 17.6%.
ISRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Intuitive Surgical, Inc. reported a net income of 818.10M and revenue of 2.89B, resulting in a net margin of 28.3%.
Frequently Asked Questions
OPXS and ISRG have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISRG has higher volatility (20.54%) compared to OPXS (17.10%). In terms of maximum drawdown, OPXS dropped -99.87% vs ISRG's -82.26%.
OPXS currently has the higher Sharpe Ratio (-0.13 vs -0.75), 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.
Find the right allocation for OPXS and ISRG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer