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 2026-07-17.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
Morgan Stanley · Financial Services
$218.37
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
MS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MS |
| Current Price |
$388.97 |
$218.37 |
| Fair Value Estimate |
$564.01 |
$316.64 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$137.8B |
$344.4B |
| Forward P/E |
46.5x
|
23.6x
|
| EV / EBITDA |
31.4x
|
9.8x
|
| Price / Sales |
13.0x
|
2.7x
|
| Price / FCF |
48.6x
|
-327.4x
|
| Revenue Growth YoY |
+23.0%
|
+22.4%
|
| Gross Margin |
66.3%
|
56.6%
|
| Operating Margin |
30.5%
|
28.4%
|
| Return on Equity |
17.0%
|
23.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.06%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Morgan Stanley is a leading global financial services firm specializing in capital markets, wealth management, and investment banking. The company demonstrates high business quality with a strong return on equity of 23.4% and robust revenue growth of 22.4% in the most recent quarter, alongside impressive earnings growth of 57.7% in the same period. Its gross margin of 56.6% and net margin of 20.2…
Accumulation Zones
| Metric |
ISRG |
MS |
| Zone Low |
$423.01 |
$237.48 |
| Zone High |
$479.41 |
$269.14 |
| In Buy Zone? |
Yes
|
Yes
|