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 2026-06-20.
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
VS
Intuitive Surgical, Inc. · Healthcare
$406.78
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(16.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
ISRG |
| Current Price |
$103.89 |
$406.78 |
| Fair Value Estimate |
$150.64 |
$589.83 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$180.4B |
$144.1B |
| Forward P/E |
16.6x
|
48.6x
|
| EV / EBITDA |
11.4x
|
32.9x
|
| Price / Sales |
1.9x
|
13.6x
|
| Price / FCF |
25.4x
|
50.8x
|
| Revenue Growth YoY |
+6.5%
|
+23.0%
|
| Gross Margin |
37.2%
|
66.3%
|
| Operating Margin |
15.5%
|
30.5%
|
| Return on Equity |
10.3%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.94%
|
1.97%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent …
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 $6.0…
Accumulation Zones
| Metric |
DIS |
ISRG |
| Zone Low |
$112.98 |
$442.37 |
| Zone High |
$128.04 |
$501.36 |
| In Buy Zone? |
Yes
|
Yes
|