CRWD vs ISRG: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
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 |
CRWD |
ISRG |
| Current Price |
$259.67 |
$399.52 |
| Fair Value Estimate |
$225.56 |
$488.97 |
| Upside to Fair Value |
-13.1%
|
+22.4%
|
| Market Cap |
$264.4B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
30.7x
|
| Price / Sales |
49.0x
|
12.8x
|
| Price / FCF |
167.9x
|
44.0x
|
| Revenue Growth YoY |
+25.8%
|
+18.5%
|
| Gross Margin |
75.2%
|
66.7%
|
| Operating Margin |
-2.2%
|
31.3%
|
| Return on Equity |
1.3%
|
17.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.6%
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
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 |
CRWD |
ISRG |
| Zone Low |
$169.17 |
$366.73 |
| Zone High |
$191.73 |
$415.62 |
| In Buy Zone? |
No
|
Yes
|