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 2026-06-20.
Intuitive Surgical, Inc. · Healthcare
$406.78
+45.0% upside to fair value
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
TMO trades at a lower forward P/E
(25.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
TMO |
| Current Price |
$406.78 |
$464.61 |
| Fair Value Estimate |
$589.83 |
$498.27 |
| Upside to Fair Value |
+45.0%
|
+7.2%
|
| Market Cap |
$144.1B |
$172.7B |
| Forward P/E |
48.6x
|
25.2x
|
| EV / EBITDA |
32.9x
|
19.1x
|
| Price / Sales |
13.6x
|
3.8x
|
| Price / FCF |
50.8x
|
25.6x
|
| 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 |
1.97%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Intuitive Surgical is a leading healthcare company specializing in robotic surgical systems, instruments, and accessories with a very wide competitive moat supported by over 80% global market share in installed systems and procedures. The company benefits from high recurring revenue streams driven by procedure volume and installed base utilization, with instruments and accessories generating $6.0…
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. …
Accumulation Zones
| Metric |
ISRG |
TMO |
| Zone Low |
$442.37 |
$373.70 |
| Zone High |
$501.36 |
$423.53 |
| In Buy Zone? |
Yes
|
No
|