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 2026-09-25.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
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 |
MRVL |
| Current Price |
$399.52 |
$258.95 |
| Fair Value Estimate |
$488.97 |
$229.46 |
| Upside to Fair Value |
+22.4%
|
-11.4%
|
| Market Cap |
$141.1B |
$226.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
48.0x
|
| Price / Sales |
12.8x
|
24.0x
|
| Price / FCF |
44.0x
|
134.3x
|
| Revenue Growth YoY |
+18.5%
|
+36.5%
|
| Gross Margin |
66.7%
|
51.4%
|
| Operating Margin |
31.3%
|
16.7%
|
| Return on Equity |
17.8%
|
16.2%
|
| Dividend Yield |
0% |
0.09% |
| FCF Yield |
2.28%
|
0.74%
|
| 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 …
Marvell Technology is a data infrastructure semiconductor specialist that designs custom AI accelerators, electro-optics DSPs, ethernet switching, storage controllers and interconnect silicon for hyperscale data centers, communications and carrier markets, employing roughly 7,480 people under CEO Matthew J. Murphy. Business quality is genuinely high on the demand side: revenue grew 36.5% year ove…
Accumulation Zones
| Metric |
ISRG |
MRVL |
| Zone Low |
$366.73 |
$172.09 |
| Zone High |
$415.62 |
$195.04 |
| In Buy Zone? |
Yes
|
No
|