BA vs ISRG: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
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 |
BA |
ISRG |
| Current Price |
$217.63 |
$451.29 |
| Fair Value Estimate |
$260.00 |
$1,039.74 |
| Upside to Fair Value |
+19.5%
|
+130.4%
|
| Market Cap |
$170.9B |
$160.3B |
| Forward P/E |
74.0x
|
53.8x
|
| EV / EBITDA |
28.4x
|
40.5x
|
| Price / Sales |
1.9x
|
15.2x
|
| Price / FCF |
-88.2x
|
64.3x
|
| Revenue Growth YoY |
+34.5%
|
+23.0%
|
| Gross Margin |
4.8%
|
66.3%
|
| Operating Margin |
-6.1%
|
30.5%
|
| Return on Equity |
41.0%
|
17.0%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
1.55%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
ISRG |
| Zone Low |
$195.00 |
$779.81 |
| Zone High |
$221.00 |
$883.78 |
| In Buy Zone? |
Yes
|
Yes
|