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 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
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 |
$174.96 |
| Fair Value Estimate |
$1,039.74 |
$201.61 |
| Upside to Fair Value |
+130.4%
|
+15.2%
|
| Market Cap |
$160.3B |
$119.2B |
| Forward P/E |
53.8x
|
94.9x
|
| EV / EBITDA |
40.5x
|
52.4x
|
| Price / Sales |
15.2x
|
12.1x
|
| Price / FCF |
64.3x
|
29.3x
|
| 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%
|
3.41%
|
| 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 is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
ISRG |
PANW |
| Zone Low |
$779.81 |
$151.21 |
| Zone High |
$883.78 |
$171.37 |
| In Buy Zone? |
Yes
|
No
|