AAPL vs ANET: Which Is the Better Buy?
Side-by-side comparison of Apple Inc. and Arista Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Apple Inc. · Technology
$337.02
+9.9% upside to fair value
Med Conviction
Grade B
High Quality
VS
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+15.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AAPL |
ANET |
| Current Price |
$337.02 |
$203.47 |
| Fair Value Estimate |
$370.54 |
$234.80 |
| Upside to Fair Value |
+9.9%
|
+15.4%
|
| Market Cap |
$4,949.9B |
$256.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
29.6x
|
49.7x
|
| Price / Sales |
10.6x
|
24.3x
|
| Price / FCF |
36.2x
|
49.7x
|
| Revenue Growth YoY |
+16.4%
|
+37.7%
|
| Gross Margin |
48.7%
|
63.0%
|
| Operating Margin |
33.2%
|
43.1%
|
| Return on Equity |
137.2%
|
30.8%
|
| Dividend Yield |
0.31% |
0% |
| FCF Yield |
2.76%
|
2.01%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Apple Inc. is a global consumer-electronics and services platform whose hardware lineup (iPhone, Mac, iPad, wearables) and digital ecosystem (App Store, Apple Music, iCloud, Apple Pay, advertising) generated $31.78 of revenue per share and $9.30 of free cash flow per share on a trailing basis, with TTM gross margin of 48.7%, operating margin of 33.2%, net margin of 27.6%, and ROE of 137.2%. Busin…
Arista Networks designs and sells high-performance Ethernet switching and routing hardware plus its extensible EOS network operating system, and it sits directly in the path of the AI data-center build-out where networking, not compute, is increasingly the bottleneck. The business quality is genuinely high: TTM gross margin of 63.0%, TTM operating margin of 43.1%, TTM net margin of 38.4%, and ROE…
Accumulation Zones
| Metric |
AAPL |
ANET |
| Zone Low |
$277.91 |
$176.10 |
| Zone High |
$314.96 |
$199.58 |
| In Buy Zone? |
No
|
No
|