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 2026-04-25.
Intuitive Surgical, Inc. · Healthcare
$451.29
+45.0% upside to fair value
Grade B
High Quality
VS
SLB N.V. · Energy
$56.15
+45.0% upside to fair value
Grade B
QuantHub Verdict
SLB trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
SLB |
| Current Price |
$451.29 |
$56.15 |
| Fair Value Estimate |
$654.37 |
$81.42 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$160.3B |
$84.3B |
| Forward P/E |
53.8x
|
24.3x
|
| EV / EBITDA |
40.5x
|
17.5x
|
| Price / Sales |
15.2x
|
2.4x
|
| Price / FCF |
64.3x
|
17.6x
|
| Revenue Growth YoY |
+23.0%
|
+2.7%
|
| Gross Margin |
66.3%
|
13.6%
|
| Operating Margin |
30.5%
|
11.5%
|
| Return on Equity |
17.0%
|
12.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
5.69%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
SLB N.V. is the world's largest oilfield services company operating primarily in the energy sector with a focus on oil and gas equipment and services. The company benefits from a diversified revenue base across well construction, production systems, reservoir characterization, and digital integration, with fiscal year 2024 revenues totaling over $37 billion. Despite modest revenue growth of 2.7% …
Accumulation Zones
| Metric |
ISRG |
SLB |
| Zone Low |
$490.78 |
$61.06 |
| Zone High |
$556.21 |
$69.21 |
| In Buy Zone? |
Yes
|
Yes
|