INTU vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
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%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
ISRG |
| Current Price |
$396.57 |
$451.29 |
| Fair Value Estimate |
$546.00 |
$1,039.74 |
| Upside to Fair Value |
+37.7%
|
+130.4%
|
| Market Cap |
$110.4B |
$160.3B |
| Forward P/E |
19.5x
|
53.8x
|
| EV / EBITDA |
19.0x
|
40.5x
|
| Price / Sales |
5.9x
|
15.2x
|
| Price / FCF |
18.1x
|
64.3x
|
| Revenue Growth YoY |
+15.6%
|
+23.0%
|
| Gross Margin |
80.8%
|
66.3%
|
| Operating Margin |
26.1%
|
30.5%
|
| Return on Equity |
19.6%
|
17.0%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
1.55%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
ISRG |
| Zone Low |
$410.00 |
$779.81 |
| Zone High |
$464.00 |
$883.78 |
| In Buy Zone? |
Yes
|
Yes
|