GOOG vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOG |
ISRG |
| Current Price |
$334.98 |
$399.52 |
| Fair Value Estimate |
$387.82 |
$488.97 |
| Upside to Fair Value |
+15.8%
|
+22.4%
|
| Market Cap |
$4,065.3B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
30.7x
|
| Price / Sales |
9.1x
|
12.8x
|
| Price / FCF |
76.4x
|
44.0x
|
| Revenue Growth YoY |
+24.2%
|
+18.5%
|
| Gross Margin |
60.9%
|
66.7%
|
| Operating Margin |
33.1%
|
31.3%
|
| Return on Equity |
50.8%
|
17.8%
|
| Dividend Yield |
0.26% |
0% |
| FCF Yield |
1.31%
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
ISRG |
| Zone Low |
$290.87 |
$366.73 |
| Zone High |
$329.65 |
$415.62 |
| In Buy Zone? |
No
|
Yes
|