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 2026-09-25.
Broadcom Inc. · Technology
$354.99
+15.1% 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 |
AVGO |
ISRG |
| Current Price |
$354.99 |
$399.52 |
| Fair Value Estimate |
$408.70 |
$488.97 |
| Upside to Fair Value |
+15.1%
|
+22.4%
|
| Market Cap |
$1,688.9B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
30.7x
|
| Price / Sales |
18.9x
|
12.8x
|
| Price / FCF |
42.9x
|
44.0x
|
| Revenue Growth YoY |
+85.5%
|
+18.5%
|
| Gross Margin |
67.7%
|
66.7%
|
| Operating Margin |
48.3%
|
31.3%
|
| Return on Equity |
43.9%
|
17.8%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
2.33%
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
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 |
AVGO |
ISRG |
| Zone Low |
$306.52 |
$366.73 |
| Zone High |
$347.39 |
$415.62 |
| In Buy Zone? |
No
|
Yes
|