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 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
MSFT trades at a lower forward P/E
(22.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MSFT |
| Current Price |
$451.29 |
$372.20 |
| Fair Value Estimate |
$1,039.74 |
$493.00 |
| Upside to Fair Value |
+130.4%
|
+32.4%
|
| Market Cap |
$160.3B |
$2,763.6B |
| Forward P/E |
53.8x
|
22.0x
|
| EV / EBITDA |
40.5x
|
17.5x
|
| Price / Sales |
15.2x
|
9.1x
|
| Price / FCF |
64.3x
|
35.8x
|
| Revenue Growth YoY |
+23.0%
|
+14.9%
|
| Gross Margin |
66.3%
|
68.8%
|
| Operating Margin |
30.5%
|
45.6%
|
| Return on Equity |
17.0%
|
29.6%
|
| Dividend Yield |
0% |
0.94% |
| FCF Yield |
1.55%
|
2.8%
|
| 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 is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
Accumulation Zones
| Metric |
ISRG |
MSFT |
| Zone Low |
$779.81 |
$370.00 |
| Zone High |
$883.78 |
$419.00 |
| In Buy Zone? |
Yes
|
Yes
|