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 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
ORCL |
| Current Price |
$451.29 |
$175.08 |
| Fair Value Estimate |
$654.37 |
$253.87 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$160.3B |
$503.5B |
| Forward P/E |
53.8x
|
30.8x
|
| EV / EBITDA |
40.5x
|
21.4x
|
| Price / Sales |
15.2x
|
7.9x
|
| Price / FCF |
64.3x
|
-20.4x
|
| Revenue Growth YoY |
+23.0%
|
+21.7%
|
| Gross Margin |
66.3%
|
66.4%
|
| Operating Margin |
30.5%
|
30.8%
|
| Return on Equity |
17.0%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
ISRG |
ORCL |
| Zone Low |
$490.78 |
$190.40 |
| Zone High |
$556.21 |
$215.79 |
| In Buy Zone? |
Yes
|
Yes
|