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 2026-07-16.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$210.69
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA trades at a lower forward P/E
(32.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
NVDA |
| Current Price |
$388.97 |
$210.69 |
| Fair Value Estimate |
$564.01 |
$305.50 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$137.8B |
$5,103.1B |
| Forward P/E |
46.5x
|
32.1x
|
| EV / EBITDA |
31.4x
|
26.5x
|
| Price / Sales |
13.0x
|
20.1x
|
| Price / FCF |
48.6x
|
42.9x
|
| 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 |
2.06%
|
2.33%
|
| 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…
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
| Metric |
ISRG |
NVDA |
| Zone Low |
$423.01 |
$229.12 |
| Zone High |
$479.41 |
$259.68 |
| In Buy Zone? |
Yes
|
Yes
|