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 2026-09-25.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction
Grade B
High Quality
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.
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Valuation & Fundamentals
| Metric |
AMZN |
ISRG |
| Current Price |
$251.19 |
$399.52 |
| Fair Value Estimate |
$297.67 |
$488.97 |
| Upside to Fair Value |
+18.5%
|
+22.4%
|
| Market Cap |
$2,702.1B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
30.7x
|
| Price / Sales |
3.5x
|
12.8x
|
| Price / FCF |
—
|
44.0x
|
| Revenue Growth YoY |
+19.6%
|
+18.5%
|
| Gross Margin |
50.8%
|
66.7%
|
| Operating Margin |
12.1%
|
31.3%
|
| Return on Equity |
30.5%
|
17.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
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 |
AMZN |
ISRG |
| Zone Low |
$223.25 |
$366.73 |
| Zone High |
$253.02 |
$415.62 |
| In Buy Zone? |
Yes
|
Yes
|