ISRG vs VRT: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
ISRG trades at a lower forward P/E
(53.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
VRT |
| Current Price |
$451.29 |
$305.14 |
| Fair Value Estimate |
$654.37 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$160.3B |
$116.8B |
| Forward P/E |
53.8x
|
75.0x
|
| EV / EBITDA |
40.5x
|
50.1x
|
| Price / Sales |
15.2x
|
10.8x
|
| Price / FCF |
64.3x
|
50.5x
|
| Revenue Growth YoY |
+23.0%
|
+30.1%
|
| Gross Margin |
66.3%
|
36.2%
|
| Operating Margin |
30.5%
|
18.5%
|
| Return on Equity |
17.0%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
1.98%
|
| 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…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
ISRG |
VRT |
| Zone Low |
$490.78 |
$125.87 |
| Zone High |
$556.21 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|