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 2026-06-20.
Intuitive Surgical, Inc. · Healthcare
$406.78
+45.0% upside to fair value
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$111.77
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
LULU trades at a lower forward P/E
(9.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ISRG |
LULU |
| Current Price |
$406.78 |
$111.77 |
| Fair Value Estimate |
$589.83 |
$162.07 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$144.1B |
$12.7B |
| Forward P/E |
48.6x
|
9.1x
|
| EV / EBITDA |
32.9x
|
5.1x
|
| Price / Sales |
13.6x
|
1.1x
|
| Price / FCF |
50.8x
|
9.9x
|
| 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 |
1.97%
|
10.08%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Intuitive Surgical is a leading healthcare company specializing in robotic surgical systems, instruments, and accessories with a very wide competitive moat supported by over 80% global market share in installed systems and procedures. The company benefits from high recurring revenue streams driven by procedure volume and installed base utilization, with instruments and accessories generating $6.0…
Lululemon Athletica Inc. operates in the premium athletic apparel retail sector, leveraging a strong brand and a durable competitive moat driven by product innovation and global expansion, particularly in China. The company has demonstrated solid capital allocation with organic growth and buybacks, though it faces near-term earnings pressure with a 38% decline in quarterly earnings year-over-year…
Accumulation Zones
| Metric |
ISRG |
LULU |
| Zone Low |
$442.37 |
$121.55 |
| Zone High |
$501.36 |
$137.76 |
| In Buy Zone? |
Yes
|
Yes
|