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 2026-07-17.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
Valuation & Fundamentals
| Metric |
ISRG |
LULU |
| Current Price |
$388.97 |
$116.33 |
| Fair Value Estimate |
$564.01 |
$168.68 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$137.8B |
$13.2B |
| Forward P/E |
46.5x
|
—
|
| EV / EBITDA |
31.4x
|
5.3x
|
| Price / Sales |
13.0x
|
1.2x
|
| Price / FCF |
48.6x
|
10.3x
|
| Revenue Growth YoY |
+23.0%
|
+4.3%
|
| Gross Margin |
66.3%
|
55.7%
|
| Operating Margin |
30.5%
|
18.2%
|
| Return on Equity |
17.0%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.06%
|
9.69%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Intuitive Surgical, Inc. operates in the healthcare sector, specializing in medical devices with a strong focus on robotic-assisted surgery systems. The company demonstrates high business quality with a durable competitive moat supported by a 17.0% return on equity, robust gross margin of 66.3%, and solid operating margin of 30.5%. Revenue and earnings growth in the most recent quarter were impre…
Lululemon Athletica is a premium athletic-apparel retailer whose technical-product innovation, powerful brand, direct-to-consumer retail and e-commerce model, and community-led marketing have historically supported high returns, including a 31.3% ROE, 55.7% gross margin, 18.2% operating margin, and 13.0% net margin. The investment case is now a turnaround rather than a clean compounding story: in…
Accumulation Zones
| Metric |
ISRG |
LULU |
| Zone Low |
$423.01 |
$126.51 |
| Zone High |
$479.41 |
$143.38 |
| In Buy Zone? |
Yes
|
Yes
|