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 2026-07-17.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$423.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH trades at a lower forward P/E
(27.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
UNH |
| Current Price |
$388.97 |
$423.38 |
| Fair Value Estimate |
$564.01 |
$613.90 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$137.8B |
$384.5B |
| Forward P/E |
46.5x
|
27.2x
|
| EV / EBITDA |
31.4x
|
13.8x
|
| Price / Sales |
13.0x
|
0.8x
|
| Price / FCF |
48.6x
|
19.6x
|
| Revenue Growth YoY |
+23.0%
|
+0.4%
|
| 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 |
2.06%
|
5.12%
|
| 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…
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
Accumulation Zones
| Metric |
ISRG |
UNH |
| Zone Low |
$423.01 |
$460.42 |
| Zone High |
$479.41 |
$521.81 |
| In Buy Zone? |
Yes
|
Yes
|