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 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-13.8% upside to fair value
Grade D
QuantHub Verdict
ISRG has more upside to fair value (+130.4%). MAR trades at a lower forward P/E (39.0x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric ISRG MAR
Current Price $451.29 $377.93
Fair Value Estimate $1,039.74 $325.87
Upside to Fair Value +130.4% -13.8%
Market Cap $160.3B $100.2B
Forward P/E 53.8x 39.0x
EV / EBITDA 40.5x 25.3x
Price / Sales 15.2x 3.8x
Price / FCF 64.3x 34.6x
Revenue Growth YoY +23.0% +4.1%
Gross Margin 66.3% 21.3%
Operating Margin 30.5% 15.8%
Return on Equity 17.0% -79.9%
Dividend Yield 0% 0%
FCF Yield 1.55% 2.89%
Analyst Consensus Strong Buy Hold
Investment Thesis
ISRG — Intuitive Surgical, Inc.
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…
MAR — Marriott International, Inc.
Marriott International, Inc. operates as the world's largest hospitality company with approximately 9,000 to 9,700 properties across 141 to 143 countries and territories, managing over 30 brands and the largest loyalty program with 203 to 248 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and a growing asset-light credit card royalty busines…
Accumulation Zones
Metric ISRG MAR
Zone Low $779.81 $244.40
Zone High $883.78 $276.99
In Buy Zone? Yes No
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