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 2026-07-17.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM trades at a lower forward P/E
(38.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
TSM |
| Current Price |
$388.97 |
$409.74 |
| Fair Value Estimate |
$564.01 |
$594.12 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$137.8B |
$2,125.1B |
| Forward P/E |
46.5x
|
38.8x
|
| EV / EBITDA |
31.4x
|
17.6x
|
| Price / Sales |
13.0x
|
14.5x
|
| Price / FCF |
48.6x
|
58.4x
|
| Revenue Growth YoY |
+23.0%
|
+36.0%
|
| 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 |
2.06%
|
1.71%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Intuitive Surgical, Inc. operates in the healthcare sector, specializing in medical devices with a strong focus on robotic-assisted surgery systems. The company demonstrates high business quality with a durable competitive moat supported by a 17.0% return on equity, robust gross margin of 66.3%, and solid operating margin of 30.5%. Revenue and earnings growth in the most recent quarter were impre…
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a leading semiconductor foundry specializing in advanced chip manufacturing technologies. The company exhibits high business quality with a durable competitive moat driven by cost advantages, intangible assets, and strong brand recognition. It demonstrates robust profitability with a net margin of 47.0% and a return on equity of 36.9%. R…
Accumulation Zones
| Metric |
ISRG |
TSM |
| Zone Low |
$423.01 |
$445.59 |
| Zone High |
$479.41 |
$505.00 |
| In Buy Zone? |
Yes
|
Yes
|