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 2026-05-04.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
TMO |
| Current Price |
$451.29 |
$462.60 |
| Fair Value Estimate |
$1,039.74 |
$509.20 |
| Upside to Fair Value |
+130.4%
|
+10.1%
|
| Market Cap |
$160.3B |
$171.9B |
| Forward P/E |
53.8x
|
25.1x
|
| EV / EBITDA |
40.5x
|
19.0x
|
| Price / Sales |
15.2x
|
3.8x
|
| Price / FCF |
64.3x
|
25.5x
|
| Revenue Growth YoY |
+23.0%
|
+6.2%
|
| Gross Margin |
66.3%
|
39.4%
|
| Operating Margin |
30.5%
|
17.8%
|
| Return on Equity |
17.0%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
3.92%
|
| 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…
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
ISRG |
TMO |
| Zone Low |
$779.81 |
$381.90 |
| Zone High |
$883.78 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|