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 2026-04-22.
Honeywell International Inc. · Industrials
$235.04
-9.9% 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%).
HON trades at a lower forward P/E
(22.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HON |
ISRG |
| Current Price |
$235.04 |
$451.29 |
| Fair Value Estimate |
$211.73 |
$1,039.74 |
| Upside to Fair Value |
-9.9%
|
+130.4%
|
| Market Cap |
$149.4B |
$160.3B |
| Forward P/E |
22.3x
|
53.8x
|
| EV / EBITDA |
16.9x
|
40.5x
|
| Price / Sales |
4.0x
|
15.2x
|
| Price / FCF |
27.7x
|
64.3x
|
| Revenue Growth YoY |
-2.7%
|
+23.0%
|
| Gross Margin |
36.9%
|
66.3%
|
| Operating Margin |
17.7%
|
30.5%
|
| Return on Equity |
33.28%
|
17.0%
|
| Dividend Yield |
1.92% |
0% |
| FCF Yield |
3.61%
|
1.55%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Honeywell is a diversified industrial conglomerate in the final stages of a transformative three-way separation into Honeywell Aerospace, Solstice Advanced Materials, and a retained Automation entity, targeting Q3 2026 completion. The business generated 33% ROE and $5.4B in free cash flow on $37.4B revenue in FY2025, supported by a record $37B backlog with 23% organic order growth in Q4. At $235 …
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 |
HON |
ISRG |
| Zone Low |
$158.80 |
$779.81 |
| Zone High |
$179.97 |
$883.78 |
| In Buy Zone? |
No
|
Yes
|