Arista Networks, Inc. (ANET) vs Intuitive Surgical, Inc. (ISRG)

A side-by-side comparison of Arista Networks, Inc. and Intuitive Surgical, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: ANET is classified in Technology; ISRG is classified in Healthcare. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnANET vs ISRG

growth of $100 · dividends reinvested · last 12y
ANET +4864.0%ISRG +747.9%ANET compounded faster
Log scale — wide-divergence pair
101001k10kStart $100201620182020202220242026$4,964$848
ANET ISRG

ANET vs ISRG: by the numbers

  • ANET is the larger company ($213.69B vs $127.82B market cap).
  • ISRG trades at the lower trailing earnings multiple (40.59 vs 58.48 P/E), one valuation lens rather than an overall verdict.
  • ANET converts more revenue to profit (38.32% vs 28.45% net margin).
  • ANET grew revenue faster over the past five years (31.58% vs 16.41% CAGR).

Metrics side by side

Valuation

MetricANETISRG
P/E ratio58.4840.59
Forward P/E46.9233.14
P/S ratio22.4011.59
P/B ratio16.137.04
PEG ratio2.053.17
EV / EBITDA50.6829.57
FCF yield2.43%2.52%

Profitability

MetricANETISRG
Gross margin63.54%66.68%
Operating margin42.79%31.28%
Net margin38.32%28.45%
ROE27.59%17.28%
ROIC22.64%13.71%

Growth (annualized)

MetricANETISRG
Revenue CAGR (5Y)31.58%16.41%
EPS CAGR (5Y)39.94%21.51%
FCF CAGR (5Y)46.68%14.17%
Total return CAGR (5Y)48.81%2.42%

Frequently asked

Which has the lower trailing P/E, ANET or ISRG?
ISRG has the lower trailing P/E: ANET trades at 58.48 and ISRG at 40.59. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ANET or ISRG?
Over the past five years, ANET grew revenue faster — ANET at a 31.58% CAGR versus ISRG at 16.41%.
Is ANET or ISRG more profitable?
ANET runs the higher net margin — ANET at 38.32% versus ISRG at 28.45%.
How have ANET and ISRG total returns compared?
Over the past 10 years, ANET delivered 44.12% and ISRG delivered 16.90% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 28, 2026.