ISRG vs PFE: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and Pfizer Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
Intuitive Surgical, Inc. Β· Healthcare
$451.29
+130.4% upside to fair value
Grade B High Quality
VS
Pfizer Inc. Β· Healthcare
$26.91
+30.1% upside to fair value
Med Conviction Grade B+
QuantHub Verdict
ISRG has more upside to fair value (+130.4%). PFE trades at a lower forward P/E (9.5x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ISRG PFE
Current Price $451.29 $26.91
Fair Value Estimate $1,039.74 $35.00
Upside to Fair Value +130.4% +30.1%
Market Cap $160.3B $153.0B
Forward P/E 53.8x 9.5x
EV / EBITDA 40.5x 13.8x
Price / Sales 15.2x 2.4x
Price / FCF 64.3x 16.8x
Revenue Growth YoY +23.0% -1.6%
Gross Margin 66.3% 70.3%
Operating Margin 30.5% 24.7%
Return on Equity 17.0% 9.0%
Dividend Yield 0% 6.4%
FCF Yield 1.55% 5.9%
Analyst Consensus Strong Buy Hold
Investment Thesis
ISRG β€” Intuitive Surgical, Inc.
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…
PFE β€” Pfizer Inc.
Pfizer remains the world's largest traditional pharmaceutical company by non-COVID revenue, generating $62.6B in 2025 sales across oncology, cardiovascular, immunology, and vaccines. The stock trades at a P/S of 2.44x, still well below the 5-year median of 3.10x, driven by post-COVID revenue normalization, a $17-18B patent cliff spanning 2026-2028, and $61.6B in acquisition-related debt from Seag…
Accumulation Zones
Metric ISRG PFE
Zone Low $779.81 $25.00
Zone High $883.78 $29.00
In Buy Zone? Yes Yes
← ISRG Research    PFE Research β†’    All Research