ISRG vs RTX: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and RTX Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
Intuitive Surgical, Inc. Β· Healthcare
$451.29
+130.4% upside to fair value
Grade B High Quality
VS
RTX Corporation Β· Industrials
$172.90
-21.3% upside to fair value
Grade D
QuantHub Verdict
ISRG has more upside to fair value (+130.4%). RTX trades at a lower forward P/E (32.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ISRG RTX
Current Price $451.29 $172.90
Fair Value Estimate $1,039.74 $136.05
Upside to Fair Value +130.4% -21.3%
Market Cap $160.3B $232.8B
Forward P/E 53.8x 32.1x
EV / EBITDA 40.5x 19.2x
Price / Sales 15.2x 2.6x
Price / FCF 64.3x 27.9x
Revenue Growth YoY +23.0% +8.7%
Gross Margin 66.3% 20.2%
Operating Margin 30.5% 10.4%
Return on Equity 17.0% 11.2%
Dividend Yield 0% 0%
FCF Yield 1.55% 3.59%
Analyst Consensus Strong Buy Buy
Investment Thesis
ISRG β€” Intuitive Surgical, Inc.
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…
RTX β€” RTX Corporation
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
Accumulation Zones
Metric ISRG RTX
Zone Low $779.81 $102.04
Zone High $883.78 $115.64
In Buy Zone? Yes No
← ISRG Research    RTX Research β†’    All Research