ISRG vs TTD: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and The Trade Desk, Inc. — 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
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
TTD |
| Current Price |
$451.29 |
$22.76 |
| Fair Value Estimate |
$1,039.74 |
$134.00 |
| Upside to Fair Value |
+130.4%
|
+488.8%
|
| Market Cap |
$160.3B |
$10.8B |
| Forward P/E |
53.8x
|
24.6x
|
| EV / EBITDA |
40.5x
|
—
|
| Price / Sales |
15.2x
|
3.7x
|
| Price / FCF |
64.3x
|
13.8x
|
| Revenue Growth YoY |
+23.0%
|
+14.5%
|
| Gross Margin |
66.3%
|
78.6%
|
| Operating Margin |
30.5%
|
20.3%
|
| Return on Equity |
17.0%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.55%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
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…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
ISRG |
TTD |
| Zone Low |
$779.81 |
$100.00 |
| Zone High |
$883.78 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|