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
$231.28
+45.0% upside to fair value
Grade C
VS
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
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 |
$231.28 |
$451.29 |
| Fair Value Estimate |
$335.36 |
$654.37 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$181.8B |
$160.3B |
| Forward P/E |
83.4x
|
53.8x
|
| EV / EBITDA |
30.8x
|
40.5x
|
| Price / Sales |
2.0x
|
15.2x
|
| Price / FCF |
776.7x
|
64.3x
|
| Revenue Growth YoY |
+14.0%
|
+23.0%
|
| Gross Margin |
4.8%
|
66.3%
|
| Operating Margin |
-5.9%
|
30.5%
|
| Return on Equity |
-8723.1%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
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 |
$251.52 |
$490.78 |
| Zone High |
$285.06 |
$556.21 |
| In Buy Zone? |
Yes
|
Yes
|