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 2026-09-25.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ISRG |
MU |
| Current Price |
$399.52 |
$1,080.53 |
| Fair Value Estimate |
$488.97 |
$1,124.98 |
| Upside to Fair Value |
+22.4%
|
+4.1%
|
| Market Cap |
$141.1B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
17.6x
|
| Price / Sales |
12.8x
|
13.5x
|
| Price / FCF |
44.0x
|
46.6x
|
| Revenue Growth YoY |
+18.5%
|
+345.7%
|
| Gross Margin |
66.7%
|
72.6%
|
| Operating Margin |
31.3%
|
65.7%
|
| Return on Equity |
17.8%
|
70.5%
|
| Dividend Yield |
0% |
0.05% |
| FCF Yield |
2.28%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Intuitive Surgical develops, produces, and commercializes the da Vinci surgical system and the Ion endoluminal system, along with instruments, accessories, training, and digital solutions that drive a large installed-base and recurring-revenue model. Business quality is high: TTM gross margin of 66.7%, operating margin of 31.3%, net margin of 28.4%, ROE of 17.8%, and revenue growth of 18.5% with …
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
ISRG |
MU |
| Zone Low |
$366.73 |
$843.74 |
| Zone High |
$415.62 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|