GEV vs ISRG: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
GE Vernova Inc. · Industrials
$951.82
+35.4% 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
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
ISRG |
| Current Price |
$951.82 |
$399.52 |
| Fair Value Estimate |
$1,288.67 |
$488.97 |
| Upside to Fair Value |
+35.4%
|
+22.4%
|
| Market Cap |
$253.5B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
30.7x
|
| Price / Sales |
6.1x
|
12.8x
|
| Price / FCF |
20.5x
|
44.0x
|
| Revenue Growth YoY |
+21.9%
|
+18.5%
|
| Gross Margin |
20.2%
|
66.7%
|
| Operating Margin |
4.4%
|
31.3%
|
| Return on Equity |
83.4%
|
17.8%
|
| Dividend Yield |
0.18% |
0% |
| FCF Yield |
4.88%
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
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 |
GEV |
ISRG |
| Zone Low |
$966.50 |
$366.73 |
| Zone High |
$1,095.37 |
$415.62 |
| In Buy Zone? |
Yes
|
Yes
|