DHR vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Danaher Corporation and Intuitive Surgical, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Danaher Corporation ยท Healthcare
$177.17
+8.9% upside to fair value
Grade B
High Quality
VS
Intuitive Surgical, Inc. ยท Healthcare
$406.78
+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
(34.1x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
DHR |
ISRG |
| Current Price |
$177.17 |
$406.78 |
| Fair Value Estimate |
$192.90 |
$589.83 |
| Upside to Fair Value |
+8.9%
|
+45.0%
|
| Market Cap |
$125.4B |
$144.1B |
| Forward P/E |
34.1x
|
48.6x
|
| EV / EBITDA |
20.8x
|
32.9x
|
| Price / Sales |
5.1x
|
13.6x
|
| Price / FCF |
23.7x
|
50.8x
|
| 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 |
4.22%
|
1.97%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Danaher Corporation operates in the healthcare sector, specializing in medical diagnostics and research tools through three balanced platforms: Biotechnology, Life Sciences, and Diagnostics. The company benefits from a durable competitive moat supported by the Danaher Business System, disciplined capital allocation, and a platform-centric organizational structure. Despite modest revenue growth ofโฆ
Intuitive Surgical is a leading healthcare company specializing in robotic surgical systems, instruments, and accessories with a very wide competitive moat supported by over 80% global market share in installed systems and procedures. The company benefits from high recurring revenue streams driven by procedure volume and installed base utilization, with instruments and accessories generating $6.0โฆ
Accumulation Zones
| Metric |
DHR |
ISRG |
| Zone Low |
$144.68 |
$442.37 |
| Zone High |
$163.97 |
$501.36 |
| In Buy Zone? |
No
|
Yes
|