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 2026-05-20.
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
VS
Intuitive Surgical, Inc. · Healthcare
$451.29
+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
(20.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
ISRG |
| Current Price |
$302.44 |
$451.29 |
| Fair Value Estimate |
$369.00 |
$654.37 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$301.2B |
$160.3B |
| Forward P/E |
20.5x
|
53.8x
|
| EV / EBITDA |
16.5x
|
40.5x
|
| Price / Sales |
2.0x
|
15.2x
|
| Price / FCF |
26.6x
|
64.3x
|
| Revenue Growth YoY |
+4.8%
|
+23.0%
|
| Gross Margin |
33.3%
|
66.3%
|
| Operating Margin |
12.7%
|
30.5%
|
| Return on Equity |
110.5%
|
17.0%
|
| Dividend Yield |
2.72% |
0% |
| FCF Yield |
3.75%
|
1.55%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and an expanding Pro contractor segment bolstered by the SRS Distribution acquisition. Q1 FY2026 results released May 19 beat both the top and bottom line, with revenue of $41.77B up 4.8% year over year and adjusted EPS of $3.43 versus the $3.41 consensus. Comp sales grew only 0.6% howe…
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 |
HD |
ISRG |
| Zone Low |
$276.75 |
$490.78 |
| Zone High |
$313.65 |
$556.21 |
| In Buy Zone? |
Yes
|
Yes
|