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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Intuitive Surgical, Inc. · Healthcare
$451.29
+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
(53.8x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
ISRG |
| Current Price |
$172.62 |
$451.29 |
| Fair Value Estimate |
$193.98 |
$654.37 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$160.3B |
| Forward P/E |
61.8x
|
53.8x
|
| EV / EBITDA |
54.8x
|
40.5x
|
| Price / Sales |
24.1x
|
15.2x
|
| Price / FCF |
51.1x
|
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 |
1.96%
|
1.55%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
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 |
$145.48 |
$490.78 |
| Zone High |
$164.88 |
$556.21 |
| In Buy Zone? |
No
|
Yes
|