ISRG vs MAR: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
MAR trades at a lower forward P/E
(37.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MAR |
| Current Price |
$451.29 |
$359.06 |
| Fair Value Estimate |
$654.37 |
$197.48 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$160.3B |
$95.2B |
| Forward P/E |
53.8x
|
37.7x
|
| EV / EBITDA |
40.5x
|
29.5x
|
| Price / Sales |
15.2x
|
4.4x
|
| Price / FCF |
64.3x
|
29.3x
|
| Revenue Growth YoY |
+23.0%
|
-71.1%
|
| Gross Margin |
66.3%
|
6.0%
|
| Operating Margin |
30.5%
|
19.6%
|
| Return on Equity |
17.0%
|
-78.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
3.41%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Marriott International operates a global fee-driven, asset-light hotel business with a portfolio of over 30 brands and a strong competitive position in the travel lodging industry. The company benefits from a durable competitive moat supported by its brand strength, extensive network, and recurring franchise and management fees. However, recent financials show significant headwinds with a 71.1% y…
Accumulation Zones
| Metric |
ISRG |
MAR |
| Zone Low |
$490.78 |
$148.11 |
| Zone High |
$556.21 |
$167.86 |
| In Buy Zone? |
Yes
|
No
|