ETN vs ISRG: Which Is the Better Buy?

Side-by-side comparison of Eaton Corporation plc and Intuitive Surgical, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Eaton Corporation plc ยท Industrials
$438.76
+32.2% upside to fair value
Med Conviction Grade B High Quality
VS
Intuitive Surgical, Inc. ยท Healthcare
$399.52
+22.4% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
ETN has more upside to fair value (+32.2%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric ETN ISRG
Current Price $438.76 $399.52
Fair Value Estimate $579.99 $488.97
Upside to Fair Value +32.2% +22.4%
Market Cap $170.4B $141.1B
Forward P/E โ€” โ€”
EV / EBITDA 29.6x 30.7x
Price / Sales 5.7x 12.8x
Price / FCF 37.9x 44.0x
Revenue Growth YoY +21.4% +18.5%
Gross Margin 35.9% 66.7%
Operating Margin 17.7% 31.3%
Return on Equity 19.6% 17.8%
Dividend Yield 0.99% 0%
FCF Yield 2.64% 2.28%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
ETN โ€” Eaton Corporation plc
Eaton Corporation plc is a Dublin-headquartered power management company with roughly 97,303 employees, operating electrical, aerospace, vehicle and eMobility segments that supply power distribution, circuit protection, power quality and reliability equipment and services. The business quality is high: TTM gross margin of 35.9%, TTM operating margin of 17.7%, TTM net margin of 12.8% and ROE of 19โ€ฆ
ISRG โ€” Intuitive Surgical, Inc.
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 โ€ฆ
Accumulation Zones
Metric ETN ISRG
Zone Low $434.99 $366.73
Zone High $492.99 $415.62
In Buy Zone? Yes Yes
โ† ETN Research    ISRG Research โ†’    All Research