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 2026-09-25.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DIS |
ISRG |
| Current Price |
$103.49 |
$399.52 |
| Fair Value Estimate |
$136.94 |
$488.97 |
| Upside to Fair Value |
+32.3%
|
+22.4%
|
| Market Cap |
$179.7B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
30.7x
|
| Price / Sales |
1.8x
|
12.8x
|
| Price / FCF |
21.7x
|
44.0x
|
| Revenue Growth YoY |
+6.8%
|
+18.5%
|
| Gross Margin |
37.6%
|
66.7%
|
| Operating Margin |
16.0%
|
31.3%
|
| Return on Equity |
7.9%
|
17.8%
|
| Dividend Yield |
1.45% |
0% |
| FCF Yield |
4.61%
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Intuitive Surgical develops, produces, and commercializes the da Vinci surgical system and the Ion endoluminal system, along with instruments, accessories, training, and digital solutions that drive a large installed-base and recurring-revenue model. Business quality is high: TTM gross margin of 66.7%, operating margin of 31.3%, net margin of 28.4%, ROE of 17.8%, and revenue growth of 18.5% with …
Accumulation Zones
| Metric |
DIS |
ISRG |
| Zone Low |
$102.70 |
$366.73 |
| Zone High |
$116.40 |
$415.62 |
| In Buy Zone? |
Yes
|
Yes
|