GOOGL 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
$342.36
+16.6% 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.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
ISRG |
| Current Price |
$342.36 |
$399.52 |
| Fair Value Estimate |
$399.26 |
$488.97 |
| Upside to Fair Value |
+16.6%
|
+22.4%
|
| Market Cap |
$4,143.3B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
30.7x
|
| Price / Sales |
9.3x
|
12.8x
|
| Price / FCF |
78.1x
|
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 |
0.25% |
0% |
| FCF Yield |
1.28%
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
ISRG |
| Zone Low |
$299.44 |
$366.73 |
| Zone High |
$339.37 |
$415.62 |
| In Buy Zone? |
No
|
Yes
|