ISRG vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Marvell Technology, 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
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MRVL |
| Current Price |
$451.29 |
$133.37 |
| Fair Value Estimate |
$1,039.74 |
$167.00 |
| Upside to Fair Value |
+130.4%
|
+25.2%
|
| Market Cap |
$160.3B |
$116.6B |
| Forward P/E |
53.8x
|
42.4x
|
| EV / EBITDA |
40.5x
|
—
|
| Price / Sales |
15.2x
|
14.2x
|
| Price / FCF |
64.3x
|
83.7x
|
| Revenue Growth YoY |
+23.0%
|
+7.0%
|
| Gross Margin |
66.3%
|
50.1%
|
| Operating Margin |
30.5%
|
16.3%
|
| Return on Equity |
17.0%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.55%
|
1.2%
|
| 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…
Marvell Technology designs semiconductors for data infrastructure, including storage, networking, connectivity for AI, cloud, 5G, and automotive; the business excels with a dominant Data Center segment driving 42% FY2026 revenue growth to $8.2B amid AI demand, strong leadership under long-tenured CEO Matt Murphy, and robust 50% gross margins, though offset by earnings decline and non-Data Center …
Accumulation Zones
| Metric |
ISRG |
MRVL |
| Zone Low |
$779.81 |
$125.00 |
| Zone High |
$883.78 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|