WFC vs. ISRG
WFC (Wells Fargo & Company) and ISRG (Intuitive Surgical, Inc.) are both stocks. WFC operates in Banks - Diversified (Financial Services), while ISRG operates in Medical Instruments & Supplies (Healthcare). Over the past 10 years, WFC returned 8.96%/yr vs 16.51%/yr for ISRG. At a 0.29 correlation, their price movements are largely independent.
Performance
WFC vs. ISRG - Performance Comparison
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Returns By Period
In the year-to-date period, WFC achieves a -6.38% return, which is significantly higher than ISRG's -37.64% return. Over the past 10 years, WFC has underperformed ISRG with an annualized return of 8.96%, while ISRG has yielded a comparatively higher 16.51% annualized return.
WFC
- 1D
- -1.35%
- 1M
- 5.02%
- 6M
- -1.28%
- YTD
- -6.38%
- 1Y
- 9.41%
- 3Y*
- 26.50%
- 5Y*
- 16.28%
- 10Y*
- 8.96%
- ALL TIME*
- 11.09%
ISRG
- 1D
- 2.24%
- 1M
- -13.18%
- 6M
- -33.99%
- YTD
- -37.64%
- 1Y
- -31.90%
- 3Y*
- 1.61%
- 5Y*
- 2.32%
- 10Y*
- 16.51%
- ALL TIME*
- 21.90%
WFC vs. ISRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFC Wells Fargo & Company | -6.38% | 35.57% | 46.48% | 22.94% | -11.92% | 61.15% | -41.65% | 21.44% | -21.83% | 13.21% |
ISRG Intuitive Surgical, Inc. | -37.64% | 8.51% | 54.72% | 27.14% | -26.15% | 31.76% | 38.39% | 23.43% | 31.23% | 72.64% |
Correlation
The correlation between WFC and ISRG is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 16, 2000 | 0.29 |
Fundamentals
WFC:
$264.23B
ISRG:
$125.08B
WFC:
$7.11
ISRG:
$8.72
WFC:
12.13
ISRG:
40.52
WFC:
1.05
ISRG:
2.48
WFC:
2.13
ISRG:
11.53
WFC:
1.61
ISRG:
6.92
WFC:
$129.11B
ISRG:
$11.03B
WFC:
$83.28B
ISRG:
$7.36B
WFC:
$33.13B
ISRG:
$4.18B
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Return for Risk
WFC vs. ISRG — Risk / Return Rank
WFC
ISRG
WFC vs. ISRG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wells Fargo & Company (WFC) 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.
| WFC | ISRG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 0.84 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | -0.77 | +1.18 |
| Martin ratioReturn relative to average drawdown | 0.88 | -1.77 | +2.66 |
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Drawdowns
WFC vs. ISRG - Drawdown Comparison
The maximum WFC drawdown since its inception was -79.01%, roughly equal to the maximum ISRG drawdown of -82.26%. Use the drawdown chart below to compare losses from any high point for WFC and ISRG.
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Drawdown Indicators
| WFC | ISRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.01% | -82.26% | +3.25% |
Max Drawdown (1Y)Largest decline over 1 year | -23.02% | -41.74% | +18.72% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -43.42% | +18.69% |
Max Drawdown (5Y)Largest decline over 5 years | -37.10% | -49.90% | +12.80% |
Max Drawdown (10Y)Largest decline over 10 years | -64.46% | -49.90% | -14.56% |
Current DrawdownCurrent decline from peak | -9.48% | -42.15% | +32.67% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -21.33% | +5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.67% | 18.06% | -7.39% |
Volatility
WFC vs. ISRG - Volatility Comparison
The current volatility for Wells Fargo & Company (WFC) is 7.53%, while Intuitive Surgical, Inc. (ISRG) has a volatility of 19.26%. This indicates that WFC 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.
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Volatility by Period
| WFC | ISRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 19.26% | -11.73% |
Volatility (6M)Calculated over the trailing 6-month period | 20.20% | 27.17% | -6.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.61% | 35.38% | -8.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.91% | 34.17% | -4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.30% | 32.87% | -0.57% |
Dividends
WFC vs. ISRG - Dividend Comparison
WFC's dividend yield for the trailing twelve months is around 2.09%, while ISRG has not paid dividends to shareholders.
| 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% |
WFC Wells Fargo & Company | 2.09% | 1.82% | 2.14% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% |
Financials
WFC vs. ISRG - Financials Comparison
This section allows you to compare key financial metrics between Wells Fargo & Company 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
WFC vs. ISRG - Profitability Comparison
WFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Wells Fargo & Company reported a gross profit of 21.71B and revenue of 33.59B. Therefore, the gross margin over that period was 64.6%.
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%.
WFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Wells Fargo & Company reported an operating income of 8.05B and revenue of 33.59B, resulting in an operating margin of 24.0%.
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%.
WFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Wells Fargo & Company reported a net income of 6.41B and revenue of 33.59B, resulting in a net margin of 19.1%.
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
WFC and ISRG have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISRG has higher volatility (19.26%) compared to WFC (7.53%). In terms of maximum drawdown, WFC dropped -79.01% vs ISRG's -82.26%.
WFC currently has the higher Sharpe Ratio (0.36 vs -0.91), 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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