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 2026-04-22.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
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%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
ISRG |
| Current Price |
$337.34 |
$451.29 |
| Fair Value Estimate |
$378.00 |
$1,039.74 |
| Upside to Fair Value |
+12.1%
|
+130.4%
|
| Market Cap |
$336.0B |
$160.3B |
| Forward P/E |
23.0x
|
53.8x
|
| EV / EBITDA |
18.1x
|
40.5x
|
| Price / Sales |
2.3x
|
15.2x
|
| Price / FCF |
29.7x
|
64.3x
|
| Revenue Growth YoY |
+3.2%
|
+23.0%
|
| Gross Margin |
33.3%
|
66.3%
|
| Operating Margin |
12.7%
|
30.5%
|
| Return on Equity |
110.5%
|
17.0%
|
| Dividend Yield |
2.44% |
0% |
| FCF Yield |
3.37%
|
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 a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
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 |
$285.00 |
$779.81 |
| Zone High |
$320.00 |
$883.78 |
| In Buy Zone? |
No
|
Yes
|