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 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
NVDA |
| Current Price |
$451.29 |
$182.08 |
| Fair Value Estimate |
$1,039.74 |
$290.00 |
| Upside to Fair Value |
+130.4%
|
+59.3%
|
| Market Cap |
$160.3B |
$4,425.5B |
| Forward P/E |
53.8x
|
—
|
| EV / EBITDA |
40.5x
|
31.4x
|
| Price / Sales |
15.2x
|
21.0x
|
| Price / FCF |
64.3x
|
46.9x
|
| Revenue Growth YoY |
+23.0%
|
+65.5%
|
| Gross Margin |
66.3%
|
71.1%
|
| Operating Margin |
30.5%
|
60.4%
|
| Return on Equity |
17.0%
|
76.3%
|
| Dividend Yield |
0% |
0.02% |
| FCF Yield |
1.55%
|
2.13%
|
| 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 is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
ISRG |
NVDA |
| Zone Low |
$779.81 |
$218.00 |
| Zone High |
$883.78 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|