ISRG vs LLY: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% 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 |
ISRG |
LLY |
| Current Price |
$399.52 |
$1,183.72 |
| Fair Value Estimate |
$488.97 |
$1,208.00 |
| Upside to Fair Value |
+22.4%
|
+2.1%
|
| Market Cap |
$141.1B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
26.8x
|
| Price / Sales |
12.8x
|
14.0x
|
| Price / FCF |
44.0x
|
52.7x
|
| Revenue Growth YoY |
+18.5%
|
+47.7%
|
| Gross Margin |
66.7%
|
83.4%
|
| Operating Margin |
31.3%
|
49.7%
|
| Return on Equity |
17.8%
|
92.6%
|
| Dividend Yield |
0% |
0.57% |
| FCF Yield |
2.28%
|
1.9%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
Accumulation Zones
| Metric |
ISRG |
LLY |
| Zone Low |
$366.73 |
$906.00 |
| Zone High |
$415.62 |
$1,026.80 |
| In Buy Zone? |
Yes
|
No
|