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 2026-07-25.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
VS
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
ISRG |
| Current Price |
$1,014.75 |
$388.97 |
| Fair Value Estimate |
$850.00 |
$564.01 |
| Upside to Fair Value |
-16.2%
|
+45.0%
|
| Market Cap |
$270.3B |
$137.8B |
| Forward P/E |
34.3x
|
46.5x
|
| EV / EBITDA |
25.6x
|
31.4x
|
| Price / Sales |
6.6x
|
13.0x
|
| Price / FCF |
22.0x
|
48.6x
|
| Revenue Growth YoY |
+15.0%
|
+23.0%
|
| Gross Margin |
21.3%
|
66.3%
|
| Operating Margin |
5.9%
|
30.5%
|
| Return on Equity |
30.0%
|
17.0%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
2.06%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
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 |
GEV |
ISRG |
| Zone Low |
$640.00 |
$423.01 |
| Zone High |
$723.00 |
$479.41 |
| In Buy Zone? |
No
|
Yes
|