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 2026-04-22.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
ISRG trades at a lower forward P/E
(53.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
ISRG |
| Current Price |
$278.26 |
$451.29 |
| Fair Value Estimate |
$391.00 |
$1,039.74 |
| Upside to Fair Value |
+40.5%
|
+130.4%
|
| Market Cap |
$453.7B |
$160.3B |
| Forward P/E |
104.6x
|
53.8x
|
| EV / EBITDA |
—
|
40.5x
|
| Price / Sales |
13.1x
|
15.2x
|
| Price / FCF |
67.4x
|
64.3x
|
| Revenue Growth YoY |
+11.1%
|
+23.0%
|
| Gross Margin |
49.5%
|
66.3%
|
| Operating Margin |
10.7%
|
30.5%
|
| Return on Equity |
7.2%
|
17.0%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.5%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
AMD has solidified its position as a premier challenger to NVIDIA in AI GPUs and Intel in CPUs, fueled by explosive Data Center growth reaching $16.6 billion in 2025, up 32% year-over-year, alongside robust Client and Gaming expansion to $14.6 billion, up 51%. Under CEO Lisa Su's leadership, the company achieved 34% total revenue growth to $34.6 billion in 2025 with net income of $4.3 billion, ye…
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 |
AMD |
ISRG |
| Zone Low |
$293.00 |
$779.81 |
| Zone High |
$332.00 |
$883.78 |
| In Buy Zone? |
Yes
|
Yes
|