CRWV vs ISRG: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
VS
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWV |
ISRG |
| Current Price |
$86.76 |
$399.52 |
| Fair Value Estimate |
$125.80 |
$488.97 |
| Upside to Fair Value |
+45.0%
|
+22.4%
|
| Market Cap |
$47.3B |
$141.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
30.7x
|
| Price / Sales |
6.2x
|
12.8x
|
| Price / FCF |
—
|
44.0x
|
| Revenue Growth YoY |
+112.3%
|
+18.5%
|
| Gross Margin |
67.4%
|
66.7%
|
| Operating Margin |
-3.0%
|
31.3%
|
| Return on Equity |
-45.4%
|
17.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.28%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CoreWeave operates a specialized GPU cloud platform purpose-built for generative AI workloads, offering high-performance GPU and CPU compute, storage, networking, and managed services to large enterprises from bare-metal and virtual server options. The business is growing explosively, with revenue up 112.3% year over year in the most recent quarter and a TTM gross margin of 67.4%, but it is doing…
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 …
Accumulation Zones
| Metric |
CRWV |
ISRG |
| Zone Low |
$94.35 |
$366.73 |
| Zone High |
$106.93 |
$415.62 |
| In Buy Zone? |
Yes
|
Yes
|