AAPL vs ISRG: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and Intuitive Surgical, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Apple Inc. Β· Technology
$337.02
+9.9% upside to fair value
Med Conviction Grade B High Quality
VS
Intuitive Surgical, Inc. Β· Healthcare
$399.52
+22.4% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
ISRG has more upside to fair value (+22.4%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL ISRG
Current Price $337.02 $399.52
Fair Value Estimate $370.54 $488.97
Upside to Fair Value +9.9% +22.4%
Market Cap $4,949.9B $141.1B
Forward P/E β€” β€”
EV / EBITDA 29.6x 30.7x
Price / Sales 10.6x 12.8x
Price / FCF 36.2x 44.0x
Revenue Growth YoY +16.4% +18.5%
Gross Margin 48.7% 66.7%
Operating Margin 33.2% 31.3%
Return on Equity 137.2% 17.8%
Dividend Yield 0.31% 0%
FCF Yield 2.76% 2.28%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is a global consumer-electronics and services platform whose hardware lineup (iPhone, Mac, iPad, wearables) and digital ecosystem (App Store, Apple Music, iCloud, Apple Pay, advertising) generated $31.78 of revenue per share and $9.30 of free cash flow per share on a trailing basis, with TTM gross margin of 48.7%, operating margin of 33.2%, net margin of 27.6%, and ROE of 137.2%. Busin…
ISRG β€” Intuitive Surgical, Inc.
Intuitive Surgical develops, produces, and commercializes the da Vinci surgical system and the Ion endoluminal system, along with instruments, accessories, training, and digital solutions that drive a large installed-base and recurring-revenue model. Business quality is high: TTM gross margin of 66.7%, operating margin of 31.3%, net margin of 28.4%, ROE of 17.8%, and revenue growth of 18.5% with …
Accumulation Zones
Metric AAPL ISRG
Zone Low $277.91 $366.73
Zone High $314.96 $415.62
In Buy Zone? No Yes
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