ISRG vs WDC: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
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 |
WDC |
| Current Price |
$399.52 |
$441.36 |
| Fair Value Estimate |
$488.97 |
$367.30 |
| Upside to Fair Value |
+22.4%
|
-16.8%
|
| Market Cap |
$141.1B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
17.4x
|
| Price / Sales |
12.8x
|
11.8x
|
| Price / FCF |
44.0x
|
47.3x
|
| Revenue Growth YoY |
+18.5%
|
+43.8%
|
| Gross Margin |
66.7%
|
48.9%
|
| Operating Margin |
31.3%
|
34.9%
|
| Return on Equity |
17.8%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
2.28%
|
2.12%
|
| 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 …
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
ISRG |
WDC |
| Zone Low |
$366.73 |
$275.48 |
| Zone High |
$415.62 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|