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 2026-07-16.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
ISRG trades at a lower forward P/E
(46.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MRVL |
| Current Price |
$388.97 |
$310.58 |
| Fair Value Estimate |
$564.01 |
$253.23 |
| Upside to Fair Value |
+45.0%
|
-18.5%
|
| Market Cap |
$137.8B |
$271.7B |
| Forward P/E |
46.5x
|
105.7x
|
| EV / EBITDA |
31.4x
|
59.1x
|
| Price / Sales |
13.0x
|
31.2x
|
| Price / FCF |
48.6x
|
163.2x
|
| Revenue Growth YoY |
+23.0%
|
+27.6%
|
| Gross Margin |
66.3%
|
50.6%
|
| Operating Margin |
30.5%
|
16.2%
|
| Return on Equity |
17.0%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.06%
|
0.61%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Marvell Technology, Inc. designs and supplies semiconductor solutions primarily focused on data infrastructure markets including cloud, AI, carrier 5G, and custom silicon. The company benefits from a narrow but widening moat driven by strong IP and hyperscaler relationships, led by an experienced CEO with a track record of transformational M&A. Despite strong revenue growth of 42% year-over-year …
Accumulation Zones
| Metric |
ISRG |
MRVL |
| Zone Low |
$423.01 |
$189.92 |
| Zone High |
$479.41 |
$215.25 |
| In Buy Zone? |
Yes
|
No
|