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 2026-07-16.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
ISRG trades at a lower forward P/E
(46.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
ISRG |
| Current Price |
$169.86 |
$388.97 |
| Fair Value Estimate |
$207.23 |
$564.01 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$137.8B |
| Forward P/E |
56.5x
|
46.5x
|
| EV / EBITDA |
44.7x
|
31.4x
|
| Price / Sales |
21.7x
|
13.0x
|
| Price / FCF |
39.9x
|
48.6x
|
| Revenue Growth YoY |
+35.1%
|
+23.0%
|
| Gross Margin |
63.5%
|
66.3%
|
| Operating Margin |
42.8%
|
30.5%
|
| Return on Equity |
30.6%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
2.06%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
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…
Accumulation Zones
| Metric |
ANET |
ISRG |
| Zone Low |
$155.42 |
$423.01 |
| Zone High |
$176.15 |
$479.41 |
| In Buy Zone? |
Yes
|
Yes
|