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 2026-07-16.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD trades at a lower forward P/E
(20.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
TTD |
| Current Price |
$388.97 |
$18.51 |
| Fair Value Estimate |
$564.01 |
$26.84 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$137.8B |
$8.7B |
| Forward P/E |
46.5x
|
20.3x
|
| EV / EBITDA |
31.4x
|
10.5x
|
| Price / Sales |
13.0x
|
2.9x
|
| Price / FCF |
48.6x
|
10.4x
|
| Revenue Growth YoY |
+23.0%
|
+11.8%
|
| Gross Margin |
66.3%
|
77.8%
|
| Operating Margin |
30.5%
|
20.3%
|
| Return on Equity |
17.0%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.06%
|
9.62%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
ISRG |
TTD |
| Zone Low |
$423.01 |
$20.13 |
| Zone High |
$479.41 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|