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 2026-09-26.
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
VS
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
ISRG |
| Current Price |
$212.55 |
$399.52 |
| Fair Value Estimate |
$194.50 |
$488.97 |
| Upside to Fair Value |
-8.5%
|
+22.4%
|
| Market Cap |
$67.4B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
30.7x
|
| Price / Sales |
1.9x
|
12.8x
|
| Price / FCF |
16.4x
|
44.0x
|
| Revenue Growth YoY |
-6.1%
|
+18.5%
|
| Gross Margin |
36.6%
|
66.7%
|
| Operating Margin |
14.1%
|
31.3%
|
| Return on Equity |
41.7%
|
17.8%
|
| Dividend Yield |
2.09% |
0% |
| FCF Yield |
6.11%
|
2.28%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
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 |
HON |
ISRG |
| Zone Low |
$145.88 |
$366.73 |
| Zone High |
$165.32 |
$415.62 |
| In Buy Zone? |
No
|
Yes
|