ISRG vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
QCOM |
| Current Price |
$451.29 |
$134.47 |
| Fair Value Estimate |
$1,039.74 |
$239.00 |
| Upside to Fair Value |
+130.4%
|
+77.7%
|
| Market Cap |
$160.3B |
$143.6B |
| Forward P/E |
53.8x
|
26.8x
|
| EV / EBITDA |
40.5x
|
—
|
| Price / Sales |
15.2x
|
3.2x
|
| Price / FCF |
64.3x
|
11.1x
|
| Revenue Growth YoY |
+23.0%
|
+8.7%
|
| Gross Margin |
66.3%
|
55.1%
|
| Operating Margin |
30.5%
|
27.1%
|
| Return on Equity |
17.0%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.55%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
ISRG |
QCOM |
| Zone Low |
$779.81 |
$179.00 |
| Zone High |
$883.78 |
$203.00 |
| In Buy Zone? |
Yes
|
Yes
|