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 2026-07-16.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
ISRG |
| Current Price |
$96.16 |
$388.97 |
| Fair Value Estimate |
$139.43 |
$564.01 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$167.0B |
$137.8B |
| Forward P/E |
15.4x
|
46.5x
|
| EV / EBITDA |
10.8x
|
31.4x
|
| Price / Sales |
1.7x
|
13.0x
|
| Price / FCF |
23.5x
|
48.6x
|
| 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 |
4.26%
|
2.06%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
Intuitive Surgical, Inc. operates in the healthcare sector, specializing in medical devices with a strong focus on robotic-assisted surgery systems. The company demonstrates high business quality with a durable competitive moat supported by a 17.0% return on equity, robust gross margin of 66.3%, and solid operating margin of 30.5%. Revenue and earnings growth in the most recent quarter were impre…
Accumulation Zones
| Metric |
DIS |
ISRG |
| Zone Low |
$104.57 |
$423.01 |
| Zone High |
$118.52 |
$479.41 |
| In Buy Zone? |
Yes
|
Yes
|