AMD vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Intuitive Surgical, Inc. · 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 — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
ISRG |
| Current Price |
$614.61 |
$399.52 |
| Fair Value Estimate |
$530.25 |
$488.97 |
| Upside to Fair Value |
-13.7%
|
+22.4%
|
| Market Cap |
$1,002.2B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
30.7x
|
| Price / Sales |
24.3x
|
12.8x
|
| Price / FCF |
119.3x
|
44.0x
|
| Revenue Growth YoY |
+50.1%
|
+18.5%
|
| Gross Margin |
53.2%
|
66.7%
|
| Operating Margin |
15.7%
|
31.3%
|
| Return on Equity |
10.1%
|
17.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.84%
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices designs x86 CPUs, GPUs, and data-center accelerators across two segments, Computing and Graphics and Enterprise, Embedded and Semi-Custom, with 31,000 employees and a $1.002 trillion market capitalization at $614.61 per share. The business quality is genuinely improving: revenue grew 50.1% year over year in the most recent quarter, earnings grew 163.4% year over year in the…
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 |
AMD |
ISRG |
| Zone Low |
$397.69 |
$366.73 |
| Zone High |
$450.71 |
$415.62 |
| In Buy Zone? |
No
|
Yes
|