ISRG vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-21.
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$219.76
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA trades at a lower forward P/E
(33.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
NVDA |
| Current Price |
$451.29 |
$219.76 |
| Fair Value Estimate |
$654.37 |
$318.65 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$160.3B |
$5,322.7B |
| Forward P/E |
53.8x
|
33.4x
|
| EV / EBITDA |
40.5x
|
27.6x
|
| Price / Sales |
15.2x
|
21.0x
|
| Price / FCF |
64.3x
|
44.7x
|
| Revenue Growth YoY |
+23.0%
|
+85.2%
|
| Gross Margin |
66.3%
|
74.1%
|
| Operating Margin |
30.5%
|
64.0%
|
| Return on Equity |
17.0%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
2.24%
|
| 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…
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality i…
Accumulation Zones
| Metric |
ISRG |
NVDA |
| Zone Low |
$490.78 |
$238.99 |
| Zone High |
$556.21 |
$270.85 |
| In Buy Zone? |
Yes
|
Yes
|