ISRG vs TSLA: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and Tesla, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
Intuitive Surgical, Inc. Β· Healthcare
$451.29
+130.4% upside to fair value
Grade B High Quality
VS
Tesla, Inc. Β· Consumer Cyclical
$343.23
-5.3% upside to fair value
Low Conviction Grade D
QuantHub Verdict
ISRG has more upside to fair value (+130.4%). ISRG trades at a lower forward P/E (53.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ISRG TSLA
Current Price $451.29 $343.23
Fair Value Estimate $1,039.74 $325.00
Upside to Fair Value +130.4% -5.3%
Market Cap $160.3B $1,287.9B
Forward P/E 53.8x 205.5x
EV / EBITDA 40.5x 108.8x
Price / Sales 15.2x 13.6x
Price / FCF 64.3x 207.1x
Revenue Growth YoY +23.0% -2.9%
Gross Margin 66.3% 18.0%
Operating Margin 30.5% 4.6%
Return on Equity 17.0% 4.8%
Dividend Yield 0% 0%
FCF Yield 1.55% 0.48%
Analyst Consensus Strong Buy β€”
Investment Thesis
ISRG β€” Intuitive Surgical, Inc.
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…
TSLA β€” Tesla, Inc.
Tesla remains the most polarizing stock in markets. The core auto business is deteriorating: FY2025 revenue fell 2.9% to $94.8B, net income dropped 46.8% to $3.8B, and Q4 deliveries declined 15.6% YoY to 418K units. Yet the stock trades at 13.6x TTM P/S (near 5yr highs) on the optionality of Cybercab robotaxis launching April 2026, FSD reaching unsupervised status in Austin, and Optimus humanoid …
Accumulation Zones
Metric ISRG TSLA
Zone Low $779.81 $244.00
Zone High $883.78 $276.00
In Buy Zone? Yes No
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