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 2026-04-22.
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
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%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
ISRG |
| Current Price |
$449.61 |
$451.29 |
| Fair Value Estimate |
$926.44 |
$1,039.74 |
| Upside to Fair Value |
+106.1%
|
+130.4%
|
| Market Cap |
$114.0B |
$160.3B |
| Forward P/E |
-619.9x
|
53.8x
|
| EV / EBITDA |
981.7x
|
40.5x
|
| Price / Sales |
23.7x
|
15.2x
|
| Price / FCF |
92.0x
|
64.3x
|
| Revenue Growth YoY |
+23.3%
|
+23.0%
|
| Gross Margin |
74.9%
|
66.3%
|
| Operating Margin |
-5.4%
|
30.5%
|
| Return on Equity |
-4.7%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.09%
|
1.55%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
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 |
CRWD |
ISRG |
| Zone Low |
$694.83 |
$779.81 |
| Zone High |
$787.47 |
$883.78 |
| In Buy Zone? |
Yes
|
Yes
|