ISRG vs PYPL: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and PayPal Holdings, 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
PayPal Holdings, Inc. · Financial Services
$42.51
+45.0% upside to fair value
Grade B
QuantHub Verdict
PYPL trades at a lower forward P/E
(7.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
PYPL |
| Current Price |
$388.97 |
$42.51 |
| Fair Value Estimate |
$564.01 |
$61.64 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$137.8B |
$37.5B |
| Forward P/E |
46.5x
|
7.7x
|
| EV / EBITDA |
31.4x
|
5.3x
|
| Price / Sales |
13.0x
|
1.1x
|
| Price / FCF |
48.6x
|
6.8x
|
| Revenue Growth YoY |
+23.0%
|
+7.2%
|
| Gross Margin |
66.3%
|
46.1%
|
| Operating Margin |
30.5%
|
17.9%
|
| Return on Equity |
17.0%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.06%
|
14.71%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
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…
PayPal Holdings, Inc. operates as a leading global digital payments platform with a competitive moat driven by its extensive network effects, brand recognition, and scale. Despite a durable business model with 2025 revenue of $33.17 billion growing at 4.3% year-over-year and a strong return on equity of 25.1%, the company faces slowing growth and margin pressures, reflected in a 13.5% decline in …
Accumulation Zones
| Metric |
ISRG |
PYPL |
| Zone Low |
$423.01 |
$46.23 |
| Zone High |
$479.41 |
$52.39 |
| In Buy Zone? |
Yes
|
Yes
|