ISRG vs SLB: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Slb N.V. — 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
Slb N.V. · Energy
$52.08
+8.6% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
SLB |
| Current Price |
$399.52 |
$52.08 |
| Fair Value Estimate |
$488.97 |
$56.56 |
| Upside to Fair Value |
+22.4%
|
+8.6%
|
| Market Cap |
$141.1B |
$77.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
12.2x
|
| Price / Sales |
12.8x
|
2.1x
|
| Price / FCF |
44.0x
|
17.1x
|
| Revenue Growth YoY |
+18.5%
|
+5.0%
|
| Gross Margin |
66.7%
|
16.5%
|
| Operating Margin |
31.3%
|
13.4%
|
| Return on Equity |
17.8%
|
11.8%
|
| Dividend Yield |
0% |
2.25% |
| FCF Yield |
2.28%
|
5.83%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
SLB N.V. is the world's largest oilfield services provider, operating four divisions (Digital & Integration, Reservoir Performance, Well Construction, and Production Systems) that span field development, drilling, subsea production, and carbon management for the global energy industry. The business carries a medium-quality profile: it benefits from deep technical expertise, a broad international …
Accumulation Zones
| Metric |
ISRG |
SLB |
| Zone Low |
$366.73 |
$42.42 |
| Zone High |
$415.62 |
$48.08 |
| In Buy Zone? |
Yes
|
No
|