HD vs ISRG: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-16.
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
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%).
HD trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
ISRG |
| Current Price |
$343.30 |
$388.97 |
| Fair Value Estimate |
$462.14 |
$564.01 |
| Upside to Fair Value |
+34.6%
|
+45.0%
|
| Market Cap |
$342.3B |
$137.8B |
| Forward P/E |
24.3x
|
46.5x
|
| EV / EBITDA |
16.5x
|
31.4x
|
| Price / Sales |
2.0x
|
13.0x
|
| Price / FCF |
23.9x
|
48.6x
|
| Revenue Growth YoY |
+4.8%
|
+23.0%
|
| Gross Margin |
33.1%
|
66.3%
|
| Operating Margin |
12.4%
|
30.5%
|
| Return on Equity |
113.3%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.18%
|
2.06%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
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 |
HD |
ISRG |
| Zone Low |
$346.61 |
$423.01 |
| Zone High |
$392.82 |
$479.41 |
| In Buy Zone? |
Yes
|
Yes
|