ANET vs ISRG: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+130.4%).
ISRG trades at a lower forward P/E
(53.8x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
ISRG |
| Current Price |
$172.86 |
$451.29 |
| Fair Value Estimate |
$316.03 |
$1,039.74 |
| Upside to Fair Value |
+82.8%
|
+130.4%
|
| Market Cap |
$217.7B |
$160.3B |
| Forward P/E |
61.9x
|
53.8x
|
| EV / EBITDA |
54.9x
|
40.5x
|
| Price / Sales |
24.2x
|
15.2x
|
| Price / FCF |
51.2x
|
64.3x
|
| Revenue Growth YoY |
+28.9%
|
+23.0%
|
| Gross Margin |
64.1%
|
66.3%
|
| Operating Margin |
42.8%
|
30.5%
|
| Return on Equity |
31.0%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of high-speed data center networking hardware and software, specializing in Ethernet switches and cloud networking solutions. The company benefits from strong revenue growth driven by AI and hyperscale cloud demand, with 28.9% revenue growth and 19.3% earnings growth in the most recent quarter. High margins, including a 64.1% gross margin and 42.8% operating …
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…
Accumulation Zones
| Metric |
ANET |
ISRG |
| Zone Low |
$237.02 |
$779.81 |
| Zone High |
$268.63 |
$883.78 |
| In Buy Zone? |
Yes
|
Yes
|