ISRG vs TSM: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+5153.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+5153.7%).
TSM trades at a lower forward P/E
(27.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
TSM |
| Current Price |
$451.29 |
$366.24 |
| Fair Value Estimate |
$1,039.74 |
$19,241.17 |
| Upside to Fair Value |
+130.4%
|
+5153.7%
|
| Market Cap |
$160.3B |
$1,899.5B |
| Forward P/E |
53.8x
|
27.2x
|
| EV / EBITDA |
40.5x
|
17.3x
|
| Price / Sales |
15.2x
|
12.8x
|
| Price / FCF |
64.3x
|
51.6x
|
| Revenue Growth YoY |
+23.0%
|
+36.5%
|
| Gross Margin |
66.3%
|
61.9%
|
| Operating Margin |
30.5%
|
53.2%
|
| Return on Equity |
17.0%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
1.94%
|
| 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…
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading pure-play semiconductor foundry, commanding approximately 60% of the global advanced node foundry market. The company benefits from a durable competitive moat driven by its pioneering foundry model, massive scale, advanced manufacturing capabilities, and strong customer relationships with major technology firms. TSMC…
Accumulation Zones
| Metric |
ISRG |
TSM |
| Zone Low |
$779.81 |
$14,430.88 |
| Zone High |
$883.78 |
$16,354.99 |
| In Buy Zone? |
Yes
|
Yes
|