ISRG vs MSFT: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-29.
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B
High Quality
VS
Microsoft Corporation · Technology
$429.25
-1.3% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
MSFT trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MSFT |
| Current Price |
$451.29 |
$429.25 |
| Fair Value Estimate |
$654.37 |
$423.82 |
| Upside to Fair Value |
+45.0%
|
-1.3%
|
| Market Cap |
$160.3B |
$3,187.4B |
| Forward P/E |
53.8x
|
26.8x
|
| EV / EBITDA |
40.5x
|
17.2x
|
| Price / Sales |
15.2x
|
10.4x
|
| Price / FCF |
64.3x
|
41.2x
|
| Revenue Growth YoY |
+23.0%
|
+16.7%
|
| Gross Margin |
66.3%
|
68.6%
|
| Operating Margin |
30.5%
|
46.7%
|
| Return on Equity |
17.0%
|
33.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
2.43%
|
| 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…
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
Accumulation Zones
| Metric |
ISRG |
MSFT |
| Zone Low |
$490.78 |
$317.87 |
| Zone High |
$556.21 |
$360.25 |
| In Buy Zone? |
Yes
|
No
|