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 2026-05-01.
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B
High Quality
VS
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
LLY trades at a lower forward P/E
(33.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
LLY |
| Current Price |
$451.29 |
$934.34 |
| Fair Value Estimate |
$654.37 |
$1,098.43 |
| Upside to Fair Value |
+45.0%
|
+17.6%
|
| Market Cap |
$160.3B |
$882.8B |
| Forward P/E |
53.8x
|
33.1x
|
| EV / EBITDA |
40.5x
|
27.9x
|
| Price / Sales |
15.2x
|
12.2x
|
| Price / FCF |
64.3x
|
65.0x
|
| Revenue Growth YoY |
+23.0%
|
+55.5%
|
| Gross Margin |
66.3%
|
82.7%
|
| Operating Margin |
30.5%
|
46.3%
|
| Return on Equity |
17.0%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
1.54%
|
| 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 and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Accumulation Zones
| Metric |
ISRG |
LLY |
| Zone Low |
$490.78 |
$823.82 |
| Zone High |
$556.21 |
$933.67 |
| In Buy Zone? |
Yes
|
No
|