INTU vs ISRG: Which Is the Better Buy?

Side-by-side comparison of Intuit Inc. and Intuitive Surgical, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Intuit Inc. ยท Technology
$277.13
+25.3% upside to fair value
Med Conviction Grade B High Quality
VS
Intuitive Surgical, Inc. ยท Healthcare
$399.52
+22.4% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
INTU has more upside to fair value (+25.3%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric INTU ISRG
Current Price $277.13 $399.52
Fair Value Estimate $347.25 $488.97
Upside to Fair Value +25.3% +22.4%
Market Cap $75.8B $141.1B
Forward P/E โ€” โ€”
EV / EBITDA 11.0x 30.7x
Price / Sales 3.5x 12.8x
Price / FCF 8.8x 44.0x
Revenue Growth YoY +13.7% +18.5%
Gross Margin 80.9% 66.7%
Operating Margin 28.8% 31.3%
Return on Equity 23.4% 17.8%
Dividend Yield 1.73% 0%
FCF Yield 11.43% 2.28%
Analyst Consensus Buy Strong Buy
Investment Thesis
INTU โ€” Intuit Inc.
Intuit is a financial management software platform serving small and mid-market businesses through QuickBooks, consumers through TurboTax, and consumers through Credit Karma, with a professional tax segment in Lacerte, ProSeries and ProConnect. The business quality is high on fundamentals: TTM gross margin of 80.9%, TTM operating margin of 28.8%, TTM net margin of 21.3%, ROE of 23.4%, and free caโ€ฆ
ISRG โ€” Intuitive Surgical, Inc.
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 โ€ฆ
Accumulation Zones
Metric INTU ISRG
Zone Low $260.44 $366.73
Zone High $295.16 $415.62
In Buy Zone? Yes Yes
โ† INTU Research    ISRG Research โ†’    All Research