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 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Mastercard Incorporated · Financial Services
$521.30
+95.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
MA trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MA |
| Current Price |
$451.29 |
$521.30 |
| Fair Value Estimate |
$1,039.74 |
$1,018.59 |
| Upside to Fair Value |
+130.4%
|
+95.4%
|
| Market Cap |
$160.3B |
$465.2B |
| Forward P/E |
53.8x
|
31.2x
|
| EV / EBITDA |
40.5x
|
23.4x
|
| Price / Sales |
15.2x
|
14.2x
|
| Price / FCF |
64.3x
|
27.2x
|
| Revenue Growth YoY |
+23.0%
|
+17.6%
|
| Gross Margin |
66.3%
|
83.4%
|
| Operating Margin |
30.5%
|
59.2%
|
| Return on Equity |
17.0%
|
198.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
3.67%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Mastercard Incorporated operates a leading global payments network and value-added services platform, benefiting from strong secular growth in digital payments and cybersecurity. The company exhibits high business quality with a durable competitive moat supported by network effects, brand strength, and intangible assets. It has demonstrated robust earnings growth with a 21.5% increase in the most…
Accumulation Zones
| Metric |
ISRG |
MA |
| Zone Low |
$779.81 |
$763.94 |
| Zone High |
$883.78 |
$865.80 |
| In Buy Zone? |
Yes
|
Yes
|