ISRG vs PANW: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Palo Alto Networks, Inc. — 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
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
PANW |
| Current Price |
$399.52 |
$374.74 |
| Fair Value Estimate |
$488.97 |
$355.11 |
| Upside to Fair Value |
+22.4%
|
-5.2%
|
| Market Cap |
$141.1B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
569.8x
|
| Price / Sales |
12.8x
|
26.6x
|
| Price / FCF |
44.0x
|
64.0x
|
| Revenue Growth YoY |
+18.5%
|
+34.4%
|
| Gross Margin |
66.7%
|
70.4%
|
| Operating Margin |
31.3%
|
6.1%
|
| Return on Equity |
17.8%
|
1.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.28%
|
1.56%
|
| 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 …
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
ISRG |
PANW |
| Zone Low |
$366.73 |
$266.33 |
| Zone High |
$415.62 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|