I would pick Intuitive Surgical. Intuitive Surgical is a leader in minimally invasive robotic-assisted surgery, especially known for the da Vinci systems. They have the most units in operation among robotic systems. Today, there are more than 4,100 Intuitive Surgical da Vinci systems installed at hospitals globally, and those systems were used to perform 750,000 surgeries in 2016, up 15% from 2015.
Strengths-Intuitive Surgical dominates the robotic surgery market with their quality robotics. They have close relationships with doctors and hospitals and come out as a market leader globally and are able to profit on training for surgeons. Sales of da Vinci instruments and accessories and service revenue were $1.4 billion and $517 million last year, respectively. Overall, Intuitive Surgical reported $735 million in net income last year.
Weaknesses- da Vinci systems are very expensive. Expensive to develop and expensive for hospitals. They also require a lot of training, which can be time consuming and although it is supposed to be “intuitive”. Safety-Intuitive Surgical recently avoided a class-action lawsuit over the da Vinci robot after plaintiffs claimed that the robot left tiny metallic particles in the body that eventually made their way to the brain.
Opportunities-Increases in the number of robotic surgeries being performed and development of da Vinci systems which allows it to be used for a number of applications which is also growing internationally. In addition there are increases in services which are required for training surgeons.
Threats- Intuitive is still the market leader for robotic surgeries, but as stated before even though they are able to used for multiple applications-they are competing with other companies that have robotic devices for a particular procedure. Just today (October 17th) NASDAQ released an article stating” Intuitive Surgical ‘s (NASDAQ: ISRG) robots enjoy a near monopoly in hospitals, but that could change following last week’s FDA approval of TransEnterix ‘s (NYSEMKT: TRX)  Senhance. Senhance is a robotic system that assists surgeons performing laparoscopic surgeries. It offers advantages, including haptic feedback, that could differentiate it from Intuitive Surgical’s da Vinci system.”

Overall, Intuitive Surgical’ Strengths and Opportunities out way the Weaknesses and Threats. It will be interesting to see if this TransEnterix will become a real threat and if Intuitive’s monopoly in ORs ends.

http://www.nasdaq.com/article/a-tiny-upstart-takes-aim-at-robotic-surgery-cm861087

Intuitive Surgical dodges class-action lawsuit over da Vinci robot-assisted surgery device