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 2026-09-25.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
RTX Corporation · Industrials
$193.54
+33.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
RTX has more upside to fair value
(+33.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ISRG |
RTX |
| Current Price |
$399.52 |
$193.54 |
| Fair Value Estimate |
$488.97 |
$257.36 |
| Upside to Fair Value |
+22.4%
|
+33.0%
|
| Market Cap |
$141.1B |
$260.9B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
18.1x
|
| Price / Sales |
12.8x
|
2.8x
|
| Price / FCF |
44.0x
|
21.7x
|
| Revenue Growth YoY |
+18.5%
|
+14.5%
|
| Gross Margin |
66.7%
|
20.3%
|
| Operating Margin |
31.3%
|
11.2%
|
| Return on Equity |
17.8%
|
11.8%
|
| Dividend Yield |
0% |
1.46% |
| FCF Yield |
2.28%
|
4.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Intuitive Surgical develops, produces, and commercializes the da Vinci surgical system and the Ion endoluminal system, along with instruments, accessories, training, and digital solutions that drive a large installed-base and recurring-revenue model. Business quality is high: TTM gross margin of 66.7%, operating margin of 31.3%, net margin of 28.4%, ROE of 17.8%, and revenue growth of 18.5% with …
RTX Corporation is a $260.85 billion aerospace and defense conglomerate operating three segments — Collins Aerospace, Pratt & Whitney, and Raytheon — serving commercial aviation, military, and government customers worldwide with 180,000 employees. The business quality is high: it holds intangible-asset and switching-cost advantages rooted in long-cycle engine programs, proprietary defense electro…
Accumulation Zones
| Metric |
ISRG |
RTX |
| Zone Low |
$366.73 |
$193.02 |
| Zone High |
$415.62 |
$218.76 |
| In Buy Zone? |
Yes
|
Yes
|