ASML vs ISRG: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% 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%).
ASML trades at a lower forward P/E
(48.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
ISRG |
| Current Price |
$1,458.97 |
$451.29 |
| Fair Value Estimate |
$2,408.73 |
$1,039.74 |
| Upside to Fair Value |
+65.1%
|
+130.4%
|
| Market Cap |
$562.3B |
$160.3B |
| Forward P/E |
48.3x
|
53.8x
|
| EV / EBITDA |
37.6x
|
40.5x
|
| Price / Sales |
14.4x
|
15.2x
|
| Price / FCF |
54.4x
|
64.3x
|
| Revenue Growth YoY |
+13.2%
|
+23.0%
|
| Gross Margin |
52.6%
|
66.3%
|
| Operating Margin |
34.8%
|
30.5%
|
| Return on Equity |
52.0%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
ASML Holding N.V. is a leading technology company specializing in semiconductor manufacturing equipment, particularly extreme ultraviolet lithography machines which hold a near-monopoly position. The company benefits from a durable competitive moat driven by its technological leadership, high barriers to entry, and strong demand from semiconductor manufacturers globally, especially in China. Desp…
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 |
ASML |
ISRG |
| Zone Low |
$1,806.55 |
$779.81 |
| Zone High |
$2,047.42 |
$883.78 |
| In Buy Zone? |
Yes
|
Yes
|