AVGO vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
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%).
ISRG trades at a lower forward P/E
(53.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
ISRG |
| Current Price |
$371.59 |
$451.29 |
| Fair Value Estimate |
$186.35 |
$1,039.74 |
| Upside to Fair Value |
-49.9%
|
+130.4%
|
| Market Cap |
$1,761.8B |
$160.3B |
| Forward P/E |
70.7x
|
53.8x
|
| EV / EBITDA |
46.7x
|
40.5x
|
| Price / Sales |
25.9x
|
15.2x
|
| Price / FCF |
61.1x
|
64.3x
|
| Revenue Growth YoY |
+7.2%
|
+23.0%
|
| Gross Margin |
67.1%
|
66.3%
|
| Operating Margin |
40.9%
|
30.5%
|
| Return on Equity |
32.9%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…
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 |
AVGO |
ISRG |
| Zone Low |
$139.76 |
$779.81 |
| Zone High |
$158.40 |
$883.78 |
| In Buy Zone? |
No
|
Yes
|