ISRG vs XOM: Which Is the Better Buy?

Side-by-side comparison of Intuitive Surgical, Inc. and Exxon Mobil Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-01.
Intuitive Surgical, Inc. Β· Healthcare
$451.29
+45.0% upside to fair value
Grade B High Quality
VS
Exxon Mobil Corporation Β· Energy
$154.46
-40.5% upside to fair value
Grade C
QuantHub Verdict
ISRG has more upside to fair value (+45.0%). XOM trades at a lower forward P/E (23.2x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ISRG XOM
Current Price $451.29 $154.46
Fair Value Estimate $654.37 $91.87
Upside to Fair Value +45.0% -40.5%
Market Cap $160.3B $642.0B
Forward P/E 53.8x 23.2x
EV / EBITDA 40.5x 10.3x
Price / Sales 15.2x 2.0x
Price / FCF 64.3x 27.2x
Revenue Growth YoY +23.0% -1.3%
Gross Margin 66.3% 21.7%
Operating Margin 30.5% 10.5%
Return on Equity 17.0% 11.0%
Dividend Yield 0% 0%
FCF Yield 1.55% 3.68%
Analyst Consensus Strong Buy Buy
Investment Thesis
ISRG β€” Intuitive Surgical, Inc.
Intuitive Surgical, Inc. is a leading healthcare company specializing in robotic-assisted surgery through its flagship da Vinci system, which has established a durable competitive moat with approximately 10,000 systems installed globally and nearly 17 million procedures performed by the end of 2024. The company benefits from a high-quality business model characterized by 85% recurring revenue, st…
XOM β€” Exxon Mobil Corporation
Exxon Mobil Corporation operates as a global integrated oil and gas company with significant operations in upstream, energy products, chemical products, and specialty products segments. The company benefits from a highly experienced management team with decades of internal tenure, led by CEO Darren Woods. Despite strong cash flow generation and operational scale, Exxon is currently overvalued, tr…
Accumulation Zones
Metric ISRG XOM
Zone Low $490.78 $68.90
Zone High $556.21 $78.09
In Buy Zone? Yes No
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