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 2026-07-20.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MAR |
| Current Price |
$388.97 |
$366.24 |
| Fair Value Estimate |
$564.01 |
$353.64 |
| Upside to Fair Value |
+45.0%
|
-3.4%
|
| Market Cap |
$137.8B |
$96.6B |
| Forward P/E |
46.5x
|
—
|
| EV / EBITDA |
31.4x
|
23.8x
|
| Price / Sales |
13.0x
|
3.7x
|
| Price / FCF |
48.6x
|
31.6x
|
| Revenue Growth YoY |
+23.0%
|
+6.2%
|
| Gross Margin |
66.3%
|
21.4%
|
| Operating Margin |
30.5%
|
16.0%
|
| Return on Equity |
17.0%
|
-74.1%
|
| Dividend Yield |
0% |
0.75% |
| FCF Yield |
2.06%
|
3.17%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Accumulation Zones
| Metric |
ISRG |
MAR |
| Zone Low |
$423.01 |
$265.23 |
| Zone High |
$479.41 |
$300.59 |
| In Buy Zone? |
Yes
|
No
|