ISRG vs VRTV: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and Veritiv Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Intuitive Surgical, Inc. Β· Healthcare
$399.52
+22.4% upside to fair value
Med Conviction Grade B High Quality
VS
Veritiv Corporation Β· Industrials
$169.99
-45.0% upside to fair value
Med Conviction Grade D
QuantHub Verdict
ISRG has more upside to fair value (+22.4%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ISRG VRTV
Current Price $399.52 $169.99
Fair Value Estimate $488.97 $93.49
Upside to Fair Value +22.4% -45.0%
Market Cap $141.1B $2.3B
Forward P/E β€” β€”
EV / EBITDA 30.7x 5.4x
Price / Sales 12.8x 0.4x
Price / FCF 44.0x 10.4x
Revenue Growth YoY +18.5% -19.0%
Gross Margin 66.7% 22.7%
Operating Margin 31.3% 5.9%
Return on Equity 17.8% 48.6%
Dividend Yield 0% 1.48%
FCF Yield 2.28% 9.57%
Analyst Consensus Strong Buy Hold
Investment Thesis
ISRG β€” Intuitive Surgical, Inc.
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 …
VRTV β€” Veritiv Corporation
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
Metric ISRG VRTV
Zone Low $366.73 $70.12
Zone High $415.62 $79.47
In Buy Zone? Yes No
← ISRG Research    VRTV Research β†’    All Research