ISRG vs LULU: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$128.98
+307.7% upside to fair value
Grade C
QuantHub Verdict
LULU has more upside to fair value
(+307.7%).
LULU trades at a lower forward P/E
(9.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
LULU |
| Current Price |
$451.29 |
$128.98 |
| Fair Value Estimate |
$1,039.74 |
$525.85 |
| Upside to Fair Value |
+130.4%
|
+307.7%
|
| Market Cap |
$160.3B |
$15.1B |
| Forward P/E |
53.8x
|
9.7x
|
| EV / EBITDA |
40.5x
|
5.6x
|
| Price / Sales |
15.2x
|
1.4x
|
| Price / FCF |
64.3x
|
16.4x
|
| Revenue Growth YoY |
+23.0%
|
+0.8%
|
| Gross Margin |
66.3%
|
56.6%
|
| Operating Margin |
30.5%
|
19.8%
|
| Return on Equity |
17.0%
|
34.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
6.09%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Lululemon Athletica Inc. is a premium athletic apparel retailer operating primarily in the consumer cyclical sector with a focus on apparel retail. The company has a strong brand and historically high profitability with a gross margin of 56.6% and ROE of 34.8%, but it faces significant near-term challenges including earnings pressure with a 21.6% decline in earnings in the most recent quarter and…
Accumulation Zones
| Metric |
ISRG |
LULU |
| Zone Low |
$779.81 |
$394.39 |
| Zone High |
$883.78 |
$446.97 |
| In Buy Zone? |
Yes
|
Yes
|