ISRG vs SNDK: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Sandisk 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
Sandisk Corporation · Technology
$1,614.39
-25.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ISRG |
SNDK |
| Current Price |
$399.52 |
$1,614.39 |
| Fair Value Estimate |
$488.97 |
$1,206.72 |
| Upside to Fair Value |
+22.4%
|
-25.3%
|
| Market Cap |
$141.1B |
$239.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
17.9x
|
| Price / Sales |
12.8x
|
11.8x
|
| Price / FCF |
44.0x
|
20.6x
|
| Revenue Growth YoY |
+18.5%
|
+371.6%
|
| Gross Margin |
66.7%
|
71.5%
|
| Operating Margin |
31.3%
|
61.2%
|
| Return on Equity |
17.8%
|
93.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.28%
|
4.84%
|
| 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 …
Sandisk designs and manufactures NAND flash storage solutions, including SSDs, embedded memory, removable cards, USB devices, and wafers, employing roughly 11,100 people from its Milpitas, California headquarters. The business is currently generating extraordinary profitability, with TTM gross margin of 71.5%, operating margin of 61.2%, net margin of 56.5%, and ROE of 93.1%, while revenue grew 37…
Accumulation Zones
| Metric |
ISRG |
SNDK |
| Zone Low |
$366.73 |
$905.04 |
| Zone High |
$415.62 |
$1,025.71 |
| In Buy Zone? |
Yes
|
No
|