CRWV vs ISRG: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. and Intuitive Surgical, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
CoreWeave, Inc. · Technology
$89.89
+24.6% upside to fair value
Med Conviction
Grade C+
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%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWV |
ISRG |
| Current Price |
$89.89 |
$388.97 |
| Fair Value Estimate |
$112.00 |
$564.01 |
| Upside to Fair Value |
+24.6%
|
+45.0%
|
| Market Cap |
$49.0B |
$137.8B |
| Forward P/E |
—
|
46.5x
|
| EV / EBITDA |
26.6x
|
31.4x
|
| Price / Sales |
7.9x
|
13.0x
|
| Price / FCF |
—
|
48.6x
|
| Revenue Growth YoY |
+111.6%
|
+23.0%
|
| Gross Margin |
69.4%
|
66.3%
|
| Operating Margin |
-2.6%
|
30.5%
|
| Return on Equity |
-33.5%
|
17.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
-21.6%
|
2.06%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CoreWeave is the leading neocloud, a GPU-specialized cloud infrastructure provider built to serve the compute-hungry demands of generative AI training and inference. Since its March 2025 IPO, revenue has scaled roughly 112% year over year to $2.08 billion in the first quarter of 2026, backed by a $99.4 billion contracted revenue backlog and marquee agreements with Microsoft, OpenAI, Meta, Anthrop…
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 |
CRWV |
ISRG |
| Zone Low |
$84.00 |
$423.01 |
| Zone High |
$95.00 |
$479.41 |
| In Buy Zone? |
Yes
|
Yes
|