ISRG vs VRTV: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and Veritiv Corporation — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-16.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B High Quality
VS
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
ISRG has more upside to fair value (+45.0%). VRTV trades at a lower forward P/E (7.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric ISRG VRTV
Current Price $388.97 $169.99
Fair Value Estimate $564.01 $96.38
Upside to Fair Value +45.0% -43.3%
Market Cap $137.8B $2.3B
Forward P/E 46.5x 7.1x
EV / EBITDA 31.4x 5.4x
Price / Sales 13.0x 0.3x
Price / FCF 48.6x 10.0x
Revenue Growth YoY +23.0% -19.0%
Gross Margin 66.3% 22.7%
Operating Margin 30.5% 5.9%
Return on Equity 17.0% 48.6%
Dividend Yield 0% 0%
FCF Yield 2.06% 9.99%
Analyst Consensus Strong Buy Hold
Investment Thesis
ISRG — Intuitive Surgical, Inc.
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…
VRTV — Veritiv Corporation
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
Metric ISRG VRTV
Zone Low $423.01 $72.28
Zone High $479.41 $81.92
In Buy Zone? Yes No
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