ISRG vs VST: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and Vistra Corp. 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
Vistra Corp. Β· Utilities
$140.67
-23.0% upside to fair value
Med Conviction Grade C
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 VST
Current Price $399.52 $140.67
Fair Value Estimate $488.97 $108.27
Upside to Fair Value +22.4% -23.0%
Market Cap $141.1B $47.4B
Forward P/E β€” β€”
EV / EBITDA 30.7x 10.3x
Price / Sales 12.8x 3.0x
Price / FCF 44.0x 34.7x
Revenue Growth YoY +18.5% -5.5%
Gross Margin 66.7% 13.0%
Operating Margin 31.3% 2.3%
Return on Equity 17.8% 41.5%
Dividend Yield 0% 0.65%
FCF Yield 2.28% 2.88%
Analyst Consensus Strong Buy Strong Buy
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 …
VST β€” Vistra Corp.
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
Metric ISRG VST
Zone Low $366.73 $81.20
Zone High $415.62 $92.03
In Buy Zone? Yes No
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