ISRG vs MELI: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and MercadoLibre, 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
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
MELI trades at a lower forward P/E
(35.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MELI |
| Current Price |
$451.29 |
$1,767.42 |
| Fair Value Estimate |
$1,039.74 |
$2,500.00 |
| Upside to Fair Value |
+130.4%
|
+41.4%
|
| Market Cap |
$160.3B |
$89.6B |
| Forward P/E |
53.8x
|
35.0x
|
| EV / EBITDA |
40.5x
|
18.5x
|
| Price / Sales |
15.2x
|
3.1x
|
| Price / FCF |
64.3x
|
8.9x
|
| Revenue Growth YoY |
+23.0%
|
+39.1%
|
| Gross Margin |
66.3%
|
44.5%
|
| Operating Margin |
30.5%
|
11.1%
|
| Return on Equity |
17.0%
|
33.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
12.1%
|
| 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…
MercadoLibre is the dominant e-commerce and fintech ecosystem across Latin America, operating the largest marketplace and digital payments platform in a region with 670M+ people where e-commerce penetration is still under 15%. Revenue grew 39% to $28.9B in FY2025 with $10.8B in free cash flow — a 12% FCF yield at current prices. The company is trading at its 5-year P/S minimum (3.1x) and P/FCF mi…
Accumulation Zones
| Metric |
ISRG |
MELI |
| Zone Low |
$779.81 |
$1,875.00 |
| Zone High |
$883.78 |
$2,125.00 |
| In Buy Zone? |
Yes
|
Yes
|