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 2026-09-25.
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
HD has more upside to fair value
(+44.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
ISRG |
| Current Price |
$292.18 |
$399.52 |
| Fair Value Estimate |
$421.26 |
$488.97 |
| Upside to Fair Value |
+44.2%
|
+22.4%
|
| Market Cap |
$291.3B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.7x
|
30.7x
|
| Price / Sales |
1.7x
|
12.8x
|
| Price / FCF |
19.2x
|
44.0x
|
| Revenue Growth YoY |
+5.7%
|
+18.5%
|
| Gross Margin |
33.2%
|
66.7%
|
| Operating Margin |
12.4%
|
31.3%
|
| Return on Equity |
102.7%
|
17.8%
|
| Dividend Yield |
3.18% |
0% |
| FCF Yield |
5.2%
|
2.28%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
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 |
HD |
ISRG |
| Zone Low |
$315.94 |
$366.73 |
| Zone High |
$358.07 |
$415.62 |
| In Buy Zone? |
Yes
|
Yes
|