ISRG vs META: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Meta Platforms, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Meta Platforms, Inc. · Communication Services
$665.60
+21.4% upside to fair value
Med Conviction
Grade B+
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ISRG |
META |
| Current Price |
$399.52 |
$665.60 |
| Fair Value Estimate |
$488.97 |
$808.00 |
| Upside to Fair Value |
+22.4%
|
+21.4%
|
| Market Cap |
$141.1B |
$1,695.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
16.7x
|
| Price / Sales |
12.8x
|
7.4x
|
| Price / FCF |
44.0x
|
41.3x
|
| Revenue Growth YoY |
+18.5%
|
+28.0%
|
| Gross Margin |
66.7%
|
81.7%
|
| Operating Margin |
31.3%
|
38.1%
|
| Return on Equity |
17.8%
|
29.7%
|
| Dividend Yield |
0% |
0.32% |
| FCF Yield |
2.28%
|
2.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Intuitive Surgical develops, produces, and commercializes the da Vinci surgical system and the Ion endoluminal system, along with instruments, accessories, training, and digital solutions that drive a large installed-base and recurring-revenue model. Business quality is high: TTM gross margin of 66.7%, operating margin of 31.3%, net margin of 28.4%, ROE of 17.8%, and revenue growth of 18.5% with …
Meta Platforms operates the Facebook, Instagram, WhatsApp, Messenger and Threads ecosystem, monetizing its unmatched global audience primarily through digital advertising. Business quality is high, supported by 3.60 billion Family daily active people, AI-enhanced ad ranking, 81.7% TTM gross margin, 38.1% TTM operating margin, 29.8% TTM net margin and 29.7% ROE. Revenue grew 28.0% year over year i…
Accumulation Zones
| Metric |
ISRG |
META |
| Zone Low |
$366.73 |
$606.00 |
| Zone High |
$415.62 |
$686.80 |
| In Buy Zone? |
Yes
|
Yes
|