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 2026-04-22.
Apple Inc. · Technology
$270.23
+68.0% upside to fair value
Grade B
High Quality
VS
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
AAPL trades at a lower forward P/E
(33.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AAPL |
ANET |
| Current Price |
$270.23 |
$172.86 |
| Fair Value Estimate |
$454.10 |
$316.03 |
| Upside to Fair Value |
+68.0%
|
+82.8%
|
| Market Cap |
$3,971.8B |
$217.7B |
| Forward P/E |
33.8x
|
61.9x
|
| EV / EBITDA |
26.3x
|
54.9x
|
| Price / Sales |
9.1x
|
24.2x
|
| Price / FCF |
32.2x
|
51.2x
|
| Revenue Growth YoY |
+15.7%
|
+28.9%
|
| Gross Margin |
47.3%
|
64.1%
|
| Operating Margin |
32.4%
|
42.8%
|
| Return on Equity |
159.9%
|
31.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.1%
|
1.95%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services. The business quality is high due to its durable competitive moats including brand strength, network effects, and switching costs, supported by consistent earnings growth and strong operational execution under CEO Tim Cook. The company reported robust revenue growth of 15.7% and earnings growth…
Arista Networks is a leading provider of high-speed data center networking hardware and software, specializing in Ethernet switches and cloud networking solutions. The company benefits from strong revenue growth driven by AI and hyperscale cloud demand, with 28.9% revenue growth and 19.3% earnings growth in the most recent quarter. High margins, including a 64.1% gross margin and 42.8% operating …
Accumulation Zones
| Metric |
AAPL |
ANET |
| Zone Low |
$340.58 |
$237.02 |
| Zone High |
$385.99 |
$268.63 |
| In Buy Zone? |
Yes
|
Yes
|