ISRG vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Nebius Group N.V. — 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
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NBIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ISRG |
NBIS |
| Current Price |
$399.52 |
$217.99 |
| Fair Value Estimate |
$488.97 |
$316.09 |
| Upside to Fair Value |
+22.4%
|
+45.0%
|
| Market Cap |
$141.1B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
56.8x
|
| Price / Sales |
12.8x
|
38.6x
|
| Price / FCF |
44.0x
|
—
|
| Revenue Growth YoY |
+18.5%
|
+454.0%
|
| Gross Margin |
66.7%
|
58.6%
|
| Operating Margin |
31.3%
|
-49.3%
|
| Return on Equity |
17.8%
|
0.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.28%
|
—
|
| 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 …
Nebius Group N.V. is an Amsterdam-based AI infrastructure company, formerly Yandex N.V., that builds end-to-end GPU cloud clusters, cloud platforms and developer tools for demanding AI workloads, alongside Toloka AI data solutions, TripleTen education and Avride autonomous driving. The business is growing explosively, with revenue up 454.0% year over year in the most recent quarter, and it has de…
Accumulation Zones
| Metric |
ISRG |
NBIS |
| Zone Low |
$366.73 |
$237.07 |
| Zone High |
$415.62 |
$268.68 |
| In Buy Zone? |
Yes
|
Yes
|