ISRG vs VST: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-08-06.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B High Quality
VS
Vistra Corp. · Utilities
$140.58
+20.9% upside to fair value
Med Conviction Grade B
QuantHub Verdict
ISRG has more upside to fair value (+45.0%). VST trades at a lower forward P/E (15.4x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric ISRG VST
Current Price $388.97 $140.58
Fair Value Estimate $564.01 $170.00
Upside to Fair Value +45.0% +20.9%
Market Cap $137.8B $47.4B
Forward P/E 46.5x 15.4x
EV / EBITDA 31.4x 9.3x
Price / Sales 13.0x 2.9x
Price / FCF 48.6x 42.5x
Revenue Growth YoY +23.0% +20.0%
Gross Margin 66.3% 12.7%
Operating Margin 30.5% 2.1%
Return on Equity 17.0% 35.0%
Dividend Yield 0% 0.65%
FCF Yield 2.06% 2.4%
Analyst Consensus Strong Buy Strong Buy
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…
VST — Vistra Corp.
Vistra is an integrated merchant power producer and retail electricity supplier with roughly 38,700 MW of generation across natural gas, nuclear, coal, solar and battery storage, plus a roughly 4.3 million customer retail book (TXU and affiliated brands) across 20 states. The 2024 Energy Harbor deal made it the second-largest nuclear operator in the US, and that nuclear and gas fleet is now centr…
Accumulation Zones
Metric ISRG VST
Zone Low $423.01 $128.00
Zone High $479.41 $145.00
In Buy Zone? Yes Yes
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