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 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
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%).
ISRG trades at a lower forward P/E
(53.8x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMD |
ISRG |
| Current Price |
$341.54 |
$451.29 |
| Fair Value Estimate |
$472.05 |
$654.37 |
| Upside to Fair Value |
+38.2%
|
+45.0%
|
| Market Cap |
$556.9B |
$160.3B |
| Forward P/E |
128.4x
|
53.8x
|
| EV / EBITDA |
76.3x
|
40.5x
|
| Price / Sales |
16.1x
|
15.2x
|
| Price / FCF |
82.7x
|
64.3x
|
| Revenue Growth YoY |
+34.1%
|
+23.0%
|
| Gross Margin |
49.5%
|
66.3%
|
| Operating Margin |
10.7%
|
30.5%
|
| Return on Equity |
7.2%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
1.55%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in high-performance computing products including CPUs and GPUs, with a strong foothold in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by its technology leadership in Zen/Ryzen CPUs and graphics processors, as well as strategic diversification through the …
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 |
$354.04 |
$490.78 |
| Zone High |
$401.24 |
$556.21 |
| In Buy Zone? |
Yes
|
Yes
|