Hims & Hers Health vs. Intuitive Surgical: Which Healthcare Stock Is a Better Buy for 2027?

Hims & Hers Health (HIMS) and Intuitive Surgical (ISRG) are two prominent healthcare stocks that investors may consider for long-term growth. Hims & Hers Health operates a digital platform that connects patients with licensed healthcare providers, offering personalized treatment plans for various health issues. The company's revenue primarily comes from recurring subscription purchases of prescription medications.

In FY 2025, Hims & Hers reported revenue of nearly $2.3 billion and a net income of roughly $128.4 million, marking a significant improvement from previous years.

On the other hand, Intuitive Surgical is a leader in medical device stocks, primarily due to its da Vinci surgical system. The company generates revenue through system sales, recurring service contracts, and the sale of disposable instruments. It primarily serves large hospitals and health systems. In FY 2025, Intuitive Surgical reported revenue of nearly $10 billion and a net income of approximately $2.9 billion, reflecting a strong net margin of about 28.4%.

Both companies face significant challenges. Hims & Hers Health deals with regulatory and legal scrutiny, particularly concerning its compounded weight-loss products. Intuitive Surgical, while facing competition from major players like Medtronic and Johnson & Johnson, has established a strong moat through its trusted robotic surgical platform, which is difficult for competitors to replicate.

This moat, combined with its growing installed base of da Vinci surgical systems, makes Intuitive Surgical a more attractive investment option for those seeking exposure to the healthcare sector's long-term growth potential.