ISRG vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Oracle Corporation — 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
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
ORCL |
| Current Price |
$399.52 |
$149.12 |
| Fair Value Estimate |
$488.97 |
$216.22 |
| Upside to Fair Value |
+22.4%
|
+45.0%
|
| Market Cap |
$141.1B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
14.6x
|
| Price / Sales |
12.8x
|
6.0x
|
| Price / FCF |
44.0x
|
—
|
| Revenue Growth YoY |
+18.5%
|
+29.6%
|
| Gross Margin |
66.7%
|
63.9%
|
| Operating Margin |
31.3%
|
32.4%
|
| Return on Equity |
17.8%
|
42.6%
|
| Dividend Yield |
0% |
1.34% |
| 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 …
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
ISRG |
ORCL |
| Zone Low |
$366.73 |
$162.16 |
| Zone High |
$415.62 |
$183.79 |
| In Buy Zone? |
Yes
|
Yes
|