DIS vs ISRG: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% 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%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
ISRG |
| Current Price |
$101.31 |
$451.29 |
| Fair Value Estimate |
$168.80 |
$1,039.74 |
| Upside to Fair Value |
+66.6%
|
+130.4%
|
| Market Cap |
$179.5B |
$160.3B |
| Forward P/E |
14.8x
|
53.8x
|
| EV / EBITDA |
11.4x
|
40.5x
|
| Price / Sales |
1.9x
|
15.2x
|
| Price / FCF |
25.4x
|
64.3x
|
| Revenue Growth YoY |
+5.2%
|
+23.0%
|
| Gross Margin |
37.3%
|
66.3%
|
| Operating Margin |
14.2%
|
30.5%
|
| Return on Equity |
11.3%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.93%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
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 |
DIS |
ISRG |
| Zone Low |
$126.60 |
$779.81 |
| Zone High |
$143.48 |
$883.78 |
| In Buy Zone? |
Yes
|
Yes
|