DHR vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Danaher Corporation and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Danaher Corporation · Healthcare
$174.04
+13.2% 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
ISRG has more upside to fair value
(+130.4%).
DHR trades at a lower forward P/E
(33.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DHR |
ISRG |
| Current Price |
$174.04 |
$451.29 |
| Fair Value Estimate |
$197.01 |
$1,039.74 |
| Upside to Fair Value |
+13.2%
|
+130.4%
|
| Market Cap |
$123.2B |
$160.3B |
| Forward P/E |
33.4x
|
53.8x
|
| EV / EBITDA |
20.3x
|
40.5x
|
| Price / Sales |
5.0x
|
15.2x
|
| Price / FCF |
23.3x
|
64.3x
|
| 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 |
4.3%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Danaher Corporation is a diversified healthcare company focused on medical diagnostics, life sciences, and biotechnology, generating approximately $24 billion in revenue with a strong recurring revenue base of over 81%. The company benefits from a high gross margin of 60.7% and solid operating margin of 21%, supported by a seasoned management team with a proven capital allocation track record inc…
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 |
DHR |
ISRG |
| Zone Low |
$147.76 |
$779.81 |
| Zone High |
$167.46 |
$883.78 |
| In Buy Zone? |
No
|
Yes
|