ADBE vs ISRG: Which Is the Better Buy?

Side-by-side comparison of Adobe Inc. and Intuitive Surgical, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Adobe Inc. ยท Technology
$238.25
+13.5% upside to fair value
Med Conviction Grade B High Quality
VS
Intuitive Surgical, Inc. ยท 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 โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric ADBE ISRG
Current Price $238.25 $399.52
Fair Value Estimate $270.38 $488.97
Upside to Fair Value +13.5% +22.4%
Market Cap $94.7B $141.1B
Forward P/E โ€” โ€”
EV / EBITDA 9.5x 30.7x
Price / Sales 3.6x 12.8x
Price / FCF 8.6x 44.0x
Revenue Growth YoY +12.9% +18.5%
Gross Margin 89.1% 66.7%
Operating Margin 35.7% 31.3%
Return on Equity 62.9% 17.8%
Dividend Yield 0% 0%
FCF Yield 11.63% 2.28%
Analyst Consensus Hold Strong Buy
Investment Thesis
ADBE โ€” Adobe Inc.
Adobe is a global software provider organized into Digital Media, Digital Experience, and Publishing and Advertising, with Creative Cloud as its subscription flagship and Document Cloud as its cloud-native document platform. The business quality is high on fundamentals: TTM gross margin of 89.1%, TTM operating margin of 35.7%, TTM net margin of 28.0%, ROE of 62.9%, and free cash flow of $27.69 peโ€ฆ
ISRG โ€” 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 โ€ฆ
Accumulation Zones
Metric ADBE ISRG
Zone Low $202.78 $366.73
Zone High $229.82 $415.62
In Buy Zone? No Yes
โ† ADBE Research    ISRG Research โ†’    All Research