ADBE vs ISRG: Which Is the Better Buy?

Side-by-side comparison of Adobe Inc. and Intuitive Surgical, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
Adobe Inc. Β· Technology
$248.16
+163.1% upside to fair value
High Conviction Grade B
VS
Intuitive Surgical, Inc. Β· Healthcare
$451.29
+130.4% upside to fair value
Grade B High Quality
QuantHub Verdict
ADBE has more upside to fair value (+163.1%). ADBE trades at a lower forward P/E (14.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ADBE ISRG
Current Price $248.16 $451.29
Fair Value Estimate $653.00 $1,039.74
Upside to Fair Value +163.1% +130.4%
Market Cap $101.2B $160.3B
Forward P/E 14.1x 53.8x
EV / EBITDA β€” 40.5x
Price / Sales 4.1x 15.2x
Price / FCF 9.8x 64.3x
Revenue Growth YoY +3.3% +23.0%
Gross Margin 89.1% 66.3%
Operating Margin 36.6% 30.5%
Return on Equity 62.3% 17.0%
Dividend Yield β€” 0%
FCF Yield 10.2% 1.55%
Analyst Consensus Hold Strong Buy
Investment Thesis
ADBE β€” Adobe Inc.
Adobe Inc. develops industry-leading creative software, digital experience platforms, and publishing tools, powering digital content creation and marketing for professionals worldwide. The business excels with high gross margins above 89%, a sticky subscription model driving recurring revenue over $17B ARR, and dominant moats in digital media, though it faces intensifying AI competition and slowi…
ISRG β€” Intuitive Surgical, Inc.
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 ADBE ISRG
Zone Low $490.00 $779.81
Zone High $555.00 $883.78
In Buy Zone? Yes Yes
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