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 2026-07-16.
Intuitive Surgical, Inc. · Healthcare
$388.97
+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 |
$388.97 |
$185.60 |
| Fair Value Estimate |
$564.01 |
$138.81 |
| Upside to Fair Value |
+45.0%
|
-25.2%
|
| Market Cap |
$137.8B |
$249.9B |
| Forward P/E |
46.5x
|
34.3x
|
| EV / EBITDA |
31.4x
|
18.3x
|
| Price / Sales |
13.0x
|
2.8x
|
| Price / FCF |
48.6x
|
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 |
2.06%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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…
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 |
$423.01 |
$104.11 |
| Zone High |
$479.41 |
$117.99 |
| In Buy Zone? |
Yes
|
No
|