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 2026-09-25.
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
High Quality
VS
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GS has more upside to fair value
(+25.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
ISRG |
| Current Price |
$923.29 |
$399.52 |
| Fair Value Estimate |
$1,162.79 |
$488.97 |
| Upside to Fair Value |
+25.9%
|
+22.4%
|
| Market Cap |
$272.4B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.3x
|
30.7x
|
| Price / Sales |
2.3x
|
12.8x
|
| Price / FCF |
—
|
44.0x
|
| Revenue Growth YoY |
+22.9%
|
+18.5%
|
| Gross Margin |
57.3%
|
66.7%
|
| Operating Margin |
24.8%
|
31.3%
|
| Return on Equity |
17.0%
|
17.8%
|
| Dividend Yield |
1.95% |
0% |
| FCF Yield |
—
|
2.28%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
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 |
GS |
ISRG |
| Zone Low |
$872.09 |
$366.73 |
| Zone High |
$988.37 |
$415.62 |
| In Buy Zone? |
Yes
|
Yes
|