ISRG vs KO: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and The Coca-Cola Company β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-17.
Intuitive Surgical, Inc. Β· Healthcare
$388.97
+45.0% upside to fair value
Grade B High Quality
VS
The Coca-Cola Company Β· Consumer Defensive
$84.92
-10.2% upside to fair value
Grade C High Quality
QuantHub Verdict
ISRG has more upside to fair value (+45.0%). KO trades at a lower forward P/E (26.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ISRG KO
Current Price $388.97 $84.92
Fair Value Estimate $564.01 $76.30
Upside to Fair Value +45.0% -10.2%
Market Cap $137.8B $365.4B
Forward P/E 46.5x 26.6x
EV / EBITDA 31.4x 20.7x
Price / Sales 13.0x 7.4x
Price / FCF 48.6x 29.1x
Revenue Growth YoY +23.0% +12.1%
Gross Margin 66.3% 61.7%
Operating Margin 30.5% 29.3%
Return on Equity 17.0% 43.6%
Dividend Yield 0% 0%
FCF Yield 2.06% 3.44%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
ISRG β€” 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…
KO β€” The Coca-Cola Company
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a durable competitive moat driven by its strong brand and extensive distribution network. The business quality is high, evidenced by a 43.6% return on equity, robust gross margin of 61.7%, and solid revenue and earnings growth of 12.1% and 17.8% respectively in the most recent quarter. Despite the…
Accumulation Zones
Metric ISRG KO
Zone Low $423.01 $57.22
Zone High $479.41 $64.85
In Buy Zone? Yes No
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