DHR vs ISRG: Which Is the Better Buy?

Side-by-side comparison of Danaher Corporation and Intuitive Surgical, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-16.
Danaher Corporation Β· Healthcare
$195.98
+7.9% upside to fair value
Grade B High Quality
VS
Intuitive Surgical, Inc. Β· Healthcare
$388.97
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
ISRG has more upside to fair value (+45.0%). DHR trades at a lower forward P/E (37.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric DHR ISRG
Current Price $195.98 $388.97
Fair Value Estimate $211.54 $564.01
Upside to Fair Value +7.9% +45.0%
Market Cap $138.7B $137.8B
Forward P/E 37.8x 46.5x
EV / EBITDA 22.8x 31.4x
Price / Sales 5.6x 13.0x
Price / FCF 26.2x 48.6x
Revenue Growth YoY +3.7% +23.0%
Gross Margin 60.7% 66.3%
Operating Margin 21.0% 30.5%
Return on Equity 7.1% 17.0%
Dividend Yield 0% 0%
FCF Yield 3.81% 2.06%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
DHR β€” Danaher Corporation
Danaher Corporation operates in the healthcare sector, specifically in medical diagnostics and research, delivering high-quality products with a durable competitive moat supported by strong margins and consistent earnings growth. The company trades at a trailing and forward P/E of 37.76, which is relatively high but justified by its stable revenue growth of 3.7% and earnings growth of 7.9% in the…
ISRG β€” Intuitive Surgical, Inc.
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 DHR ISRG
Zone Low $158.66 $423.01
Zone High $179.81 $479.41
In Buy Zone? No Yes
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