ISRG vs MU: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-16.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
MU |
| Current Price |
$388.97 |
$1,048.51 |
| Fair Value Estimate |
$564.01 |
$576.68 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$137.8B |
$1,182.4B |
| Forward P/E |
46.5x
|
23.4x
|
| EV / EBITDA |
31.4x
|
25.9x
|
| Price / Sales |
13.0x
|
13.1x
|
| Price / FCF |
48.6x
|
25.8x
|
| Revenue Growth YoY |
+23.0%
|
+345.7%
|
| Gross Margin |
66.3%
|
72.6%
|
| Operating Margin |
30.5%
|
65.7%
|
| Return on Equity |
17.0%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.06%
|
3.87%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
| Metric |
ISRG |
MU |
| Zone Low |
$423.01 |
$432.51 |
| Zone High |
$479.41 |
$490.18 |
| In Buy Zone? |
Yes
|
No
|