CRM vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Salesforce, Inc. · Technology
$236.42
+11.6% 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 |
CRM |
ISRG |
| Current Price |
$236.42 |
$399.52 |
| Fair Value Estimate |
$263.88 |
$488.97 |
| Upside to Fair Value |
+11.6%
|
+22.4%
|
| Market Cap |
$193.6B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
30.7x
|
| Price / Sales |
4.4x
|
12.8x
|
| Price / FCF |
12.8x
|
44.0x
|
| Revenue Growth YoY |
+10.8%
|
+18.5%
|
| Gross Margin |
77.3%
|
66.7%
|
| Operating Margin |
21.4%
|
31.3%
|
| Return on Equity |
20.2%
|
17.8%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
7.82%
|
2.28%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
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 |
CRM |
ISRG |
| Zone Low |
$197.91 |
$366.73 |
| Zone High |
$224.30 |
$415.62 |
| In Buy Zone? |
No
|
Yes
|