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 2026-04-24.
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
ISRG trades at a lower forward P/E
(53.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
PANW |
| Current Price |
$451.29 |
$174.41 |
| Fair Value Estimate |
$654.37 |
$174.18 |
| Upside to Fair Value |
+45.0%
|
-0.1%
|
| Market Cap |
$160.3B |
$118.9B |
| Forward P/E |
53.8x
|
94.6x
|
| EV / EBITDA |
40.5x
|
52.3x
|
| Price / Sales |
15.2x
|
12.0x
|
| Price / FCF |
64.3x
|
29.2x
|
| Revenue Growth YoY |
+23.0%
|
+14.9%
|
| Gross Margin |
66.3%
|
73.5%
|
| Operating Margin |
30.5%
|
14.4%
|
| Return on Equity |
17.0%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
3.42%
|
| 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…
Palo Alto Networks, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
ISRG |
PANW |
| Zone Low |
$490.78 |
$130.63 |
| Zone High |
$556.21 |
$148.05 |
| In Buy Zone? |
Yes
|
No
|