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 2026-09-26.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
NVDA |
| Current Price |
$399.52 |
$225.07 |
| Fair Value Estimate |
$488.97 |
$326.35 |
| Upside to Fair Value |
+22.4%
|
+45.0%
|
| Market Cap |
$141.1B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
23.4x
|
| Price / Sales |
12.8x
|
18.0x
|
| Price / FCF |
44.0x
|
42.9x
|
| Revenue Growth YoY |
+18.5%
|
+105.9%
|
| Gross Margin |
66.7%
|
74.7%
|
| Operating Margin |
31.3%
|
65.2%
|
| Return on Equity |
17.8%
|
110.1%
|
| Dividend Yield |
0% |
0.23% |
| FCF Yield |
2.28%
|
2.33%
|
| 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 …
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
ISRG |
NVDA |
| Zone Low |
$366.73 |
$244.76 |
| Zone High |
$415.62 |
$277.40 |
| In Buy Zone? |
Yes
|
Yes
|