ISRG vs MA: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Mastercard Incorporated — 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
Mastercard Incorporated · Financial Services
$543.60
+45.0% upside to fair value
High Conviction
Grade A
High Quality
Valuation & Fundamentals
| Metric |
ISRG |
MA |
| Current Price |
$388.97 |
$543.60 |
| Fair Value Estimate |
$564.01 |
$788.22 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$137.8B |
$480.3B |
| Forward P/E |
46.5x
|
—
|
| EV / EBITDA |
31.4x
|
23.3x
|
| Price / Sales |
13.0x
|
14.2x
|
| Price / FCF |
48.6x
|
27.1x
|
| Revenue Growth YoY |
+23.0%
|
+15.8%
|
| Gross Margin |
66.3%
|
83.0%
|
| Operating Margin |
30.5%
|
59.4%
|
| Return on Equity |
17.0%
|
206.1%
|
| Dividend Yield |
0% |
0.62% |
| FCF Yield |
2.06%
|
3.69%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Mastercard operates a global two-sided payments network that connects issuers, acquirers, merchants and cardholders, monetizing payment volumes and an expanding set of security, data, authentication and other value-added services. Business quality is high: the network benefits from powerful acceptance and scale effects, 83.0% gross margin, 59.4% operating margin, 45.9% net margin, 206.1% ROE, and…
Accumulation Zones
| Metric |
ISRG |
MA |
| Zone Low |
$423.01 |
$591.16 |
| Zone High |
$479.41 |
$669.99 |
| In Buy Zone? |
Yes
|
Yes
|