ISRG vs UNH: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
UNH |
| Current Price |
$451.29 |
$304.33 |
| Fair Value Estimate |
$1,039.74 |
$430.00 |
| Upside to Fair Value |
+130.4%
|
+41.3%
|
| Market Cap |
$160.3B |
$276.2B |
| Forward P/E |
53.8x
|
15.1x
|
| EV / EBITDA |
40.5x
|
14.3x
|
| Price / Sales |
15.2x
|
0.6x
|
| Price / FCF |
64.3x
|
17.2x
|
| Revenue Growth YoY |
+23.0%
|
+11.8%
|
| Gross Margin |
66.3%
|
18.5%
|
| Operating Margin |
30.5%
|
4.2%
|
| Return on Equity |
17.0%
|
12.7%
|
| Dividend Yield |
0% |
2.9% |
| FCF Yield |
1.55%
|
5.82%
|
| 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…
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
ISRG |
UNH |
| Zone Low |
$779.81 |
$280.00 |
| Zone High |
$883.78 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|