ISRG vs MELI: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and MercadoLibre, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-09.
Intuitive Surgical, Inc. Β· Healthcare
$451.29
+45.0% upside to fair value
Grade B High Quality
VS
MercadoLibre, Inc. Β· Consumer Cyclical
$1,632.52
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
MELI trades at a lower forward P/E (43.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ISRG MELI
Current Price $451.29 $1,632.52
Fair Value Estimate $654.37 $2,367.15
Upside to Fair Value +45.0% +45.0%
Market Cap $160.3B $82.8B
Forward P/E 53.8x 43.1x
EV / EBITDA 40.5x 22.5x
Price / Sales 15.2x 2.7x
Price / FCF 64.3x 7.2x
Revenue Growth YoY +23.0% +30.0%
Gross Margin 66.3% 45.5%
Operating Margin 30.5% 9.9%
Return on Equity 17.0% 29.6%
Dividend Yield 0% 0%
FCF Yield 1.55% 13.89%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
ISRG β€” 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…
MELI β€” MercadoLibre, Inc.
MercadoLibre, Inc. operates a leading e-commerce and fintech platform in Latin America, combining a dominant commerce marketplace with a rapidly growing fintech segment. The company benefits from a durable competitive moat driven by network effects, strong brand recognition, and a comprehensive logistics infrastructure. Despite a recent earnings growth decline of 15.6% in the most recent quarter,…
Accumulation Zones
Metric ISRG MELI
Zone Low $490.78 $1,775.36
Zone High $556.21 $2,012.08
In Buy Zone? Yes Yes
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