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 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
SLB |
| Current Price |
$451.29 |
$51.92 |
| Fair Value Estimate |
$1,039.74 |
$41.43 |
| Upside to Fair Value |
+130.4%
|
-20.2%
|
| Market Cap |
$160.3B |
$77.9B |
| Forward P/E |
53.8x
|
18.6x
|
| EV / EBITDA |
40.5x
|
9.2x
|
| Price / Sales |
15.2x
|
2.2x
|
| Price / FCF |
64.3x
|
16.1x
|
| Revenue Growth YoY |
+23.0%
|
-1.6%
|
| Gross Margin |
66.3%
|
18.21%
|
| Operating Margin |
30.5%
|
15.28%
|
| Return on Equity |
17.0%
|
12.83%
|
| Dividend Yield |
0% |
2.21% |
| FCF Yield |
1.55%
|
6.21%
|
| Analyst Consensus |
Strong Buy
|
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 is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Accumulation Zones
| Metric |
ISRG |
SLB |
| Zone Low |
$779.81 |
$34.00 |
| Zone High |
$883.78 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|