DELL vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
ISRG |
| Current Price |
$196.55 |
$451.29 |
| Fair Value Estimate |
$499.84 |
$1,039.74 |
| Upside to Fair Value |
+154.3%
|
+130.4%
|
| Market Cap |
$132.7B |
$160.3B |
| Forward P/E |
21.6x
|
53.8x
|
| EV / EBITDA |
16.7x
|
40.5x
|
| Price / Sales |
1.2x
|
15.2x
|
| Price / FCF |
15.5x
|
64.3x
|
| Revenue Growth YoY |
+23.6%
|
+23.0%
|
| Gross Margin |
20.1%
|
66.3%
|
| Operating Margin |
7.2%
|
30.5%
|
| Return on Equity |
-218.2%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
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 |
DELL |
ISRG |
| Zone Low |
$374.88 |
$779.81 |
| Zone High |
$424.86 |
$883.78 |
| In Buy Zone? |
Yes
|
Yes
|