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 2026-07-16.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% 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
(46.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
PANW |
| Current Price |
$388.97 |
$287.78 |
| Fair Value Estimate |
$564.01 |
$296.19 |
| Upside to Fair Value |
+45.0%
|
+2.9%
|
| Market Cap |
$137.8B |
$196.1B |
| Forward P/E |
46.5x
|
248.9x
|
| EV / EBITDA |
31.4x
|
85.9x
|
| Price / Sales |
13.0x
|
18.5x
|
| Price / FCF |
48.6x
|
45.7x
|
| Revenue Growth YoY |
+23.0%
|
+31.1%
|
| Gross Margin |
66.3%
|
71.9%
|
| Operating Margin |
30.5%
|
9.6%
|
| Return on Equity |
17.0%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.06%
|
2.19%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Intuitive Surgical, Inc. operates in the healthcare sector, specializing in medical devices with a strong focus on robotic-assisted surgery systems. The company demonstrates high business quality with a durable competitive moat supported by a 17.0% return on equity, robust gross margin of 66.3%, and solid operating margin of 30.5%. Revenue and earnings growth in the most recent quarter were impre…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
ISRG |
PANW |
| Zone Low |
$423.01 |
$222.14 |
| Zone High |
$479.41 |
$251.76 |
| In Buy Zone? |
Yes
|
No
|