ISRG vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Palantir Technologies 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
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
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 |
PLTR |
| Current Price |
$451.29 |
$142.76 |
| Fair Value Estimate |
$1,039.74 |
$108.00 |
| Upside to Fair Value |
+130.4%
|
-24.3%
|
| Market Cap |
$160.3B |
$327.1B |
| Forward P/E |
53.8x
|
209.7x
|
| EV / EBITDA |
40.5x
|
—
|
| Price / Sales |
15.2x
|
73.1x
|
| Price / FCF |
64.3x
|
155.7x
|
| Revenue Growth YoY |
+23.0%
|
+19.1%
|
| Gross Margin |
66.3%
|
82.4%
|
| Operating Margin |
30.5%
|
31.6%
|
| Return on Equity |
17.0%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.55%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
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…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
ISRG |
PLTR |
| Zone Low |
$779.81 |
$81.00 |
| Zone High |
$883.78 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|