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 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
LLY |
| Current Price |
$451.29 |
$939.47 |
| Fair Value Estimate |
$1,039.74 |
$1,607.00 |
| Upside to Fair Value |
+130.4%
|
+71.1%
|
| Market Cap |
$160.3B |
$887.6B |
| Forward P/E |
53.8x
|
27.4x
|
| EV / EBITDA |
40.5x
|
35.8x
|
| Price / Sales |
15.2x
|
14.8x
|
| Price / FCF |
64.3x
|
107.6x
|
| Revenue Growth YoY |
+23.0%
|
+44.7%
|
| Gross Margin |
66.3%
|
83.8%
|
| Operating Margin |
30.5%
|
45.6%
|
| Return on Equity |
17.0%
|
77.8%
|
| Dividend Yield |
0% |
0.56% |
| FCF Yield |
1.55%
|
0.93%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Accumulation Zones
| Metric |
ISRG |
LLY |
| Zone Low |
$779.81 |
$1,205.00 |
| Zone High |
$883.78 |
$1,366.00 |
| In Buy Zone? |
Yes
|
Yes
|