ISRG vs TMO: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Thermo Fisher Scientific Inc. — 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
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
TMO |
| Current Price |
$399.52 |
$658.32 |
| Fair Value Estimate |
$488.97 |
$863.34 |
| Upside to Fair Value |
+22.4%
|
+31.1%
|
| Market Cap |
$141.1B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
25.9x
|
| Price / Sales |
12.8x
|
5.3x
|
| Price / FCF |
44.0x
|
33.4x
|
| Revenue Growth YoY |
+18.5%
|
+10.5%
|
| Gross Margin |
66.7%
|
40.4%
|
| Operating Margin |
31.3%
|
17.7%
|
| Return on Equity |
17.8%
|
13.4%
|
| Dividend Yield |
0% |
0.28% |
| FCF Yield |
2.28%
|
3.0%
|
| 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 …
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
ISRG |
TMO |
| Zone Low |
$366.73 |
$647.50 |
| Zone High |
$415.62 |
$733.84 |
| In Buy Zone? |
Yes
|
Yes
|