GE vs ISRG: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
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%).
GE trades at a lower forward P/E
(37.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
ISRG |
| Current Price |
$308.35 |
$451.29 |
| Fair Value Estimate |
$171.94 |
$1,039.74 |
| Upside to Fair Value |
-44.2%
|
+130.4%
|
| Market Cap |
$325.2B |
$160.3B |
| Forward P/E |
37.8x
|
53.8x
|
| EV / EBITDA |
27.9x
|
40.5x
|
| Price / Sales |
7.2x
|
15.2x
|
| Price / FCF |
45.2x
|
64.3x
|
| Revenue Growth YoY |
+18.5%
|
+23.0%
|
| Gross Margin |
36.8%
|
66.3%
|
| Operating Margin |
19.1%
|
30.5%
|
| Return on Equity |
46.6%
|
17.0%
|
| Dividend Yield |
0.44% |
0% |
| FCF Yield |
2.21%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
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 |
GE |
ISRG |
| Zone Low |
$128.96 |
$779.81 |
| Zone High |
$146.15 |
$883.78 |
| In Buy Zone? |
No
|
Yes
|