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 2026-07-16.
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
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%).
GS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
ISRG |
| Current Price |
$1,045.91 |
$388.97 |
| Fair Value Estimate |
$575.25 |
$564.01 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$308.6B |
$137.8B |
| Forward P/E |
23.6x
|
46.5x
|
| EV / EBITDA |
15.9x
|
31.4x
|
| Price / Sales |
3.1x
|
13.0x
|
| Price / FCF |
-7.4x
|
48.6x
|
| Revenue Growth YoY |
-35.0%
|
+23.0%
|
| Gross Margin |
47.4%
|
66.3%
|
| Operating Margin |
17.8%
|
30.5%
|
| Return on Equity |
15.3%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.06%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
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 |
GS |
ISRG |
| Zone Low |
$431.44 |
$423.01 |
| Zone High |
$488.96 |
$479.41 |
| In Buy Zone? |
No
|
Yes
|