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 2026-09-26.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
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 |
VRT |
| Current Price |
$399.52 |
$253.28 |
| Fair Value Estimate |
$488.97 |
$274.15 |
| Upside to Fair Value |
+22.4%
|
+8.2%
|
| Market Cap |
$141.1B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
38.8x
|
| Price / Sales |
12.8x
|
8.5x
|
| Price / FCF |
44.0x
|
33.3x
|
| Revenue Growth YoY |
+18.5%
|
+24.1%
|
| Gross Margin |
66.7%
|
37.5%
|
| Operating Margin |
31.3%
|
19.1%
|
| Return on Equity |
17.8%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
2.28%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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 …
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
ISRG |
VRT |
| Zone Low |
$366.73 |
$205.61 |
| Zone High |
$415.62 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|