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 2026-05-20.
Amazon.com, Inc. · Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B
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%).
AMZN trades at a lower forward P/E
(26.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
ISRG |
| Current Price |
$259.34 |
$451.29 |
| Fair Value Estimate |
$316.00 |
$654.37 |
| Upside to Fair Value |
+21.8%
|
+45.0%
|
| Market Cap |
$2,789.8B |
$160.3B |
| Forward P/E |
26.5x
|
53.8x
|
| EV / EBITDA |
16.8x
|
40.5x
|
| Price / Sales |
3.9x
|
15.2x
|
| Price / FCF |
—
|
64.3x
|
| Revenue Growth YoY |
+17.0%
|
+23.0%
|
| Gross Margin |
51.8%
|
66.3%
|
| Operating Margin |
13.1%
|
30.5%
|
| Return on Equity |
21.5%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
-0.81%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
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 |
$237.00 |
$490.78 |
| Zone High |
$268.60 |
$556.21 |
| In Buy Zone? |
Yes
|
Yes
|