ISRG vs RTX: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Intuitive Surgical, Inc. · Healthcare
$406.78
+45.0% upside to fair value
Grade B
High Quality
VS
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
RTX trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
RTX |
| Current Price |
$406.78 |
$185.60 |
| Fair Value Estimate |
$589.83 |
$138.81 |
| Upside to Fair Value |
+45.0%
|
-25.2%
|
| Market Cap |
$144.1B |
$249.9B |
| Forward P/E |
48.6x
|
34.3x
|
| EV / EBITDA |
32.9x
|
18.3x
|
| Price / Sales |
13.6x
|
2.8x
|
| Price / FCF |
50.8x
|
29.9x
|
| Revenue Growth YoY |
+23.0%
|
+8.7%
|
| Gross Margin |
66.3%
|
20.2%
|
| Operating Margin |
30.5%
|
10.9%
|
| Return on Equity |
17.0%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.97%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Intuitive Surgical is a leading healthcare company specializing in robotic surgical systems, instruments, and accessories with a very wide competitive moat supported by over 80% global market share in installed systems and procedures. The company benefits from high recurring revenue streams driven by procedure volume and installed base utilization, with instruments and accessories generating $6.0…
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
| Metric |
ISRG |
RTX |
| Zone Low |
$442.37 |
$104.11 |
| Zone High |
$501.36 |
$117.99 |
| In Buy Zone? |
Yes
|
No
|