AMZN vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Amazon.com, Inc. · Consumer Cyclical
$250.56
+32.0% upside to fair value
Grade B
High Quality
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%).
AMZN trades at a lower forward P/E
(34.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
ISRG |
| Current Price |
$250.56 |
$451.29 |
| Fair Value Estimate |
$330.77 |
$1,039.74 |
| Upside to Fair Value |
+32.0%
|
+130.4%
|
| Market Cap |
$2,689.7B |
$160.3B |
| Forward P/E |
34.5x
|
53.8x
|
| EV / EBITDA |
16.7x
|
40.5x
|
| Price / Sales |
3.8x
|
15.2x
|
| Price / FCF |
349.5x
|
64.3x
|
| Revenue Growth YoY |
+13.6%
|
+23.0%
|
| Gross Margin |
50.3%
|
66.3%
|
| Operating Margin |
11.2%
|
30.5%
|
| Return on Equity |
21.9%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.29%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as a global leader in e-commerce and cloud computing, generating $716.9 billion in net sales for fiscal 2025 with a strong presence in North America, International markets, and AWS. The company benefits from durable competitive moats in e-commerce, where it is America’s largest online retailer with over four times the sales of its nearest rival as of 2015, and in cloud c…
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 |
AMZN |
ISRG |
| Zone Low |
$248.08 |
$779.81 |
| Zone High |
$281.15 |
$883.78 |
| In Buy Zone? |
Yes
|
Yes
|