GS vs ISRG: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
VS
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
ISRG |
| Current Price |
$907.80 |
$451.29 |
| Fair Value Estimate |
$880.00 |
$1,039.74 |
| Upside to Fair Value |
-3.1%
|
+130.4%
|
| Market Cap |
$269.4B |
$160.3B |
| Forward P/E |
15.6x
|
53.8x
|
| EV / EBITDA |
29.7x
|
40.5x
|
| Price / Sales |
2.1x
|
15.2x
|
| Price / FCF |
—
|
64.3x
|
| Revenue Growth YoY |
+9.0%
|
+23.0%
|
| Gross Margin |
47.5%
|
66.3%
|
| Operating Margin |
17.5%
|
30.5%
|
| Return on Equity |
13.8%
|
17.0%
|
| Dividend Yield |
1.71% |
0% |
| FCF Yield |
—
|
1.55%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
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 |
GS |
ISRG |
| Zone Low |
$600.00 |
$779.81 |
| Zone High |
$680.00 |
$883.78 |
| In Buy Zone? |
No
|
Yes
|