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 2026-09-25.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
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 |
LULU |
| Current Price |
$399.52 |
$98.06 |
| Fair Value Estimate |
$488.97 |
$99.50 |
| Upside to Fair Value |
+22.4%
|
+1.5%
|
| Market Cap |
$141.1B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
4.6x
|
| Price / Sales |
12.8x
|
1.0x
|
| Price / FCF |
44.0x
|
8.2x
|
| Revenue Growth YoY |
+18.5%
|
-4.3%
|
| Gross Margin |
66.7%
|
56.1%
|
| Operating Margin |
31.3%
|
17.8%
|
| Return on Equity |
17.8%
|
29.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.28%
|
12.24%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
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 …
Lululemon Athletica designs and retails premium athletic apparel and accessories through company-owned stores and direct-to-consumer channels, with roughly 39,000 employees and a brand built on technical fabrics and community-led fitness positioning. The business still earns high returns on equity of 29.7% and generates $12.00 of free cash flow per share on $97.70 of revenue per share, with TTM g…
Accumulation Zones
| Metric |
ISRG |
LULU |
| Zone Low |
$366.73 |
$74.62 |
| Zone High |
$415.62 |
$84.58 |
| In Buy Zone? |
Yes
|
No
|