AAPL vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Apple Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-13.
Apple Inc. · Technology
$294.80
-9.3% upside to fair value
Grade B-
High Quality
VS
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
AAPL trades at a lower forward P/E
(35.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AAPL |
ISRG |
| Current Price |
$294.80 |
$451.29 |
| Fair Value Estimate |
$267.40 |
$654.37 |
| Upside to Fair Value |
-9.3%
|
+45.0%
|
| Market Cap |
$4,329.8B |
$160.3B |
| Forward P/E |
35.4x
|
53.8x
|
| EV / EBITDA |
27.3x
|
40.5x
|
| Price / Sales |
9.6x
|
15.2x
|
| Price / FCF |
33.5x
|
64.3x
|
| Revenue Growth YoY |
+16.6%
|
+23.0%
|
| Gross Margin |
47.9%
|
66.3%
|
| Operating Margin |
32.6%
|
30.5%
|
| Return on Equity |
146.7%
|
17.0%
|
| Dividend Yield |
0.34% |
0% |
| FCF Yield |
2.98%
|
1.55%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Apple Inc. is the world's most valuable consumer technology company, anchored by the iPhone franchise and a roughly $100 billion annual Services business that compounds at a low-to-mid teens rate on an installed base of approximately 2.5 billion active devices. Fiscal Q2 2026 results reported on April 30 showed revenue of $111.2 billion (+16.6% YoY) and EPS of $2.02 (+22.4% YoY), driven by a cont…
Intuitive Surgical, Inc. is a leading healthcare company specializing in robotic-assisted surgery through its flagship da Vinci system, which has established a durable competitive moat with approximately 10,000 systems installed globally and nearly 17 million procedures performed by the end of 2024. The company benefits from a high-quality business model characterized by 85% recurring revenue, st…
Accumulation Zones
| Metric |
AAPL |
ISRG |
| Zone Low |
$200.50 |
$490.78 |
| Zone High |
$227.30 |
$556.21 |
| In Buy Zone? |
No
|
Yes
|