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 2026-09-25.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
ISRG |
| Current Price |
$201.15 |
$399.52 |
| Fair Value Estimate |
$265.00 |
$488.97 |
| Upside to Fair Value |
+31.7%
|
+22.4%
|
| Market Cap |
$159.0B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
30.7x
|
| Price / Sales |
1.7x
|
12.8x
|
| Price / FCF |
—
|
44.0x
|
| Revenue Growth YoY |
+8.0%
|
+18.5%
|
| Gross Margin |
4.7%
|
66.7%
|
| Operating Margin |
-5.4%
|
31.3%
|
| Return on Equity |
104.8%
|
17.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
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 |
BA |
ISRG |
| Zone Low |
$198.75 |
$366.73 |
| Zone High |
$225.25 |
$415.62 |
| In Buy Zone? |
Yes
|
Yes
|