HON vs ISRG: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-16.
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D 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%). HON trades at a lower forward P/E (15.7x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON ISRG
Current Price $222.25 $388.97
Fair Value Estimate $210.05 $564.01
Upside to Fair Value -5.5% +45.0%
Market Cap $70.4B $137.8B
Forward P/E 15.7x 46.5x
EV / EBITDA 13.1x 31.4x
Price / Sales 1.9x 13.0x
Price / FCF 17.1x 48.6x
Revenue Growth YoY -6.9% +23.0%
Gross Margin 36.9% 66.3%
Operating Margin 14.9% 30.5%
Return on Equity 23.6% 17.0%
Dividend Yield 0% 0%
FCF Yield 5.84% 2.06%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
HON — Honeywell International Inc.
Honeywell International Inc. operates as a diversified industrial conglomerate with a strong presence in multiple sectors including aerospace, building technologies, and performance materials. The company demonstrates high business quality with a durable competitive moat supported by strong margins, a 23.6% return on equity, and solid free cash flow generation of $16.78 per share. However, recent…
ISRG — Intuitive Surgical, Inc.
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 HON ISRG
Zone Low $157.54 $423.01
Zone High $178.54 $479.41
In Buy Zone? No Yes
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