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
+45.0% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH trades at a lower forward P/E
(26.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
UNH |
| Current Price |
$451.29 |
$353.52 |
| Fair Value Estimate |
$654.37 |
$512.60 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$160.3B |
$320.9B |
| Forward P/E |
53.8x
|
26.7x
|
| EV / EBITDA |
40.5x
|
16.1x
|
| Price / Sales |
15.2x
|
0.7x
|
| Price / FCF |
64.3x
|
16.3x
|
| Revenue Growth YoY |
+23.0%
|
+2.0%
|
| Gross Margin |
66.3%
|
18.8%
|
| Operating Margin |
30.5%
|
4.2%
|
| Return on Equity |
17.0%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
6.13%
|
| 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…
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
ISRG |
UNH |
| Zone Low |
$490.78 |
$384.45 |
| Zone High |
$556.21 |
$435.71 |
| In Buy Zone? |
Yes
|
Yes
|