This Healthcare Stock Trades at a Richer Valuation Than Nvidia. Could It Also Deliver Bigger Long-Term Returns?

The article is an opinion piece comparing Nvidia and Intuitive Surgical as long-term growth investments. It argues that while NVDA benefits from the AI boom, its chip technology could face rapid competitive disruption and it mostly earns one-time hardware revenue. By contrast, Intuitive Surgical’s da Vinci robotics business generates recurring, annuity-like income from services, instruments, and accessories, and could expand as more procedures are approved. The piece highlights that Intuitive Surgical’s robot procedure volume rose 17% year over year in Q1 2026, while its installed robot base grew 12%. It also notes the FDA cleared the da Vinci Single Port system for additional procedures in late 2025. Overall, the article is bullish on the healthcare robotics company’s durable growth profile and suggests it may offer better long-term returns despite already trading at a rich valuation.