ISRG vs UPS: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and United Parcel Service, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ISRG |
UPS |
| Current Price |
$399.52 |
$99.02 |
| Fair Value Estimate |
$488.97 |
$119.92 |
| Upside to Fair Value |
+22.4%
|
+21.1%
|
| Market Cap |
$141.1B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
10.2x
|
| Price / Sales |
12.8x
|
0.9x
|
| Price / FCF |
44.0x
|
15.3x
|
| Revenue Growth YoY |
+18.5%
|
+7.6%
|
| Gross Margin |
66.7%
|
16.6%
|
| Operating Margin |
31.3%
|
7.3%
|
| Return on Equity |
17.8%
|
29.1%
|
| Dividend Yield |
0% |
6.62% |
| FCF Yield |
2.28%
|
6.52%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Intuitive Surgical develops, produces, and commercializes the da Vinci surgical system and the Ion endoluminal system, along with instruments, accessories, training, and digital solutions that drive a large installed-base and recurring-revenue model. Business quality is high: TTM gross margin of 66.7%, operating margin of 31.3%, net margin of 28.4%, ROE of 17.8%, and revenue growth of 18.5% with …
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
ISRG |
UPS |
| Zone Low |
$366.73 |
$89.94 |
| Zone High |
$415.62 |
$101.93 |
| In Buy Zone? |
Yes
|
Yes
|