ISRG vs MS: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Morgan Stanley — 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
Morgan Stanley · Financial Services
$189.30
-30.5% upside to fair value
Grade C
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
MS trades at a lower forward P/E
(16.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MS |
| Current Price |
$451.29 |
$189.30 |
| Fair Value Estimate |
$1,039.74 |
$131.49 |
| Upside to Fair Value |
+130.4%
|
-30.5%
|
| Market Cap |
$160.3B |
$300.6B |
| Forward P/E |
53.8x
|
16.4x
|
| EV / EBITDA |
40.5x
|
24.4x
|
| Price / Sales |
15.2x
|
2.5x
|
| Price / FCF |
64.3x
|
-16.8x
|
| Revenue Growth YoY |
+23.0%
|
+18.8%
|
| Gross Margin |
66.3%
|
58.0%
|
| Operating Margin |
30.5%
|
19.5%
|
| Return on Equity |
17.0%
|
16.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Morgan Stanley is a leading global financial services firm operating in Institutional Securities, Wealth Management, and Investment Management. The company benefits from a durable competitive moat supported by its systemically important status, diversified revenue streams, and strong management with a 36-year veteran CEO. Despite solid fundamentals including 14.2% revenue growth in 2025 and 16.7%…
Accumulation Zones
| Metric |
ISRG |
MS |
| Zone Low |
$779.81 |
$98.62 |
| Zone High |
$883.78 |
$111.77 |
| In Buy Zone? |
Yes
|
No
|