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 2026-07-16.
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
VS
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
ISRG |
| Current Price |
$191.12 |
$388.97 |
| Fair Value Estimate |
$253.64 |
$564.01 |
| Upside to Fair Value |
+32.7%
|
+45.0%
|
| Market Cap |
$194.6B |
$137.8B |
| Forward P/E |
-4023.6x
|
46.5x
|
| EV / EBITDA |
570.3x
|
31.4x
|
| Price / Sales |
38.2x
|
13.0x
|
| Price / FCF |
134.0x
|
48.6x
|
| Revenue Growth YoY |
+25.6%
|
+23.0%
|
| Gross Margin |
75.0%
|
66.3%
|
| Operating Margin |
-3.9%
|
30.5%
|
| Return on Equity |
-0.6%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.75%
|
2.06%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Intuitive Surgical, Inc. operates in the healthcare sector, specializing in medical devices with a strong focus on robotic-assisted surgery systems. The company demonstrates high business quality with a durable competitive moat supported by a 17.0% return on equity, robust gross margin of 66.3%, and solid operating margin of 30.5%. Revenue and earnings growth in the most recent quarter were impre…
Accumulation Zones
| Metric |
CRWD |
ISRG |
| Zone Low |
$190.23 |
$423.01 |
| Zone High |
$215.59 |
$479.41 |
| In Buy Zone? |
Yes
|
Yes
|