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 2026-07-16.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
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%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
ISRG |
| Current Price |
$450.22 |
$388.97 |
| Fair Value Estimate |
$391.48 |
$564.01 |
| Upside to Fair Value |
-13.0%
|
+45.0%
|
| Market Cap |
$299.1B |
$137.8B |
| Forward P/E |
35.2x
|
46.5x
|
| EV / EBITDA |
22.9x
|
31.4x
|
| Price / Sales |
2.2x
|
13.0x
|
| Price / FCF |
31.7x
|
48.6x
|
| Revenue Growth YoY |
+87.5%
|
+23.0%
|
| Gross Margin |
19.2%
|
66.3%
|
| Operating Margin |
8.0%
|
30.5%
|
| Return on Equity |
-363.2%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
2.06%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
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 |
DELL |
ISRG |
| Zone Low |
$293.61 |
$423.01 |
| Zone High |
$332.76 |
$479.41 |
| In Buy Zone? |
No
|
Yes
|