ADBE vs ANET: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and Arista Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Adobe Inc. · Technology
$248.16
+163.1% upside to fair value
High Conviction
Grade B
VS
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
ADBE has more upside to fair value
(+163.1%).
ADBE trades at a lower forward P/E
(14.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ADBE |
ANET |
| Current Price |
$248.16 |
$172.86 |
| Fair Value Estimate |
$653.00 |
$316.03 |
| Upside to Fair Value |
+163.1%
|
+82.8%
|
| Market Cap |
$101.2B |
$217.7B |
| Forward P/E |
14.1x
|
61.9x
|
| EV / EBITDA |
—
|
54.9x
|
| Price / Sales |
4.1x
|
24.2x
|
| Price / FCF |
9.8x
|
51.2x
|
| Revenue Growth YoY |
+3.3%
|
+28.9%
|
| Gross Margin |
89.1%
|
64.1%
|
| Operating Margin |
36.6%
|
42.8%
|
| Return on Equity |
62.3%
|
31.0%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
10.2%
|
1.95%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Adobe Inc. develops industry-leading creative software, digital experience platforms, and publishing tools, powering digital content creation and marketing for professionals worldwide. The business excels with high gross margins above 89%, a sticky subscription model driving recurring revenue over $17B ARR, and dominant moats in digital media, though it faces intensifying AI competition and slowi…
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 |
ADBE |
ANET |
| Zone Low |
$490.00 |
$237.02 |
| Zone High |
$555.00 |
$268.63 |
| In Buy Zone? |
Yes
|
Yes
|