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 2026-04-25.
GE Aerospace · Industrials
$284.60
-24.0% upside to fair value
Grade B High Quality
VS
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
ISRG has more upside to fair value (+45.0%). GE trades at a lower forward P/E (34.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric GE ISRG
Current Price $284.60 $451.29
Fair Value Estimate $216.30 $654.37
Upside to Fair Value -24.0% +45.0%
Market Cap $297.4B $160.3B
Forward P/E 34.1x 53.8x
EV / EBITDA 27.9x 40.5x
Price / Sales 6.2x 15.2x
Price / FCF 39.8x 64.3x
Revenue Growth YoY +24.7% +23.0%
Gross Margin 34.8% 66.3%
Operating Margin 18.5% 30.5%
Return on Equity 46.4% 17.0%
Dividend Yield 0% 0%
FCF Yield 2.51% 1.55%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GE — GE Aerospace
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
ISRG — Intuitive Surgical, Inc.
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 $162.23 $490.78
Zone High $183.86 $556.21
In Buy Zone? No Yes
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