AMD vs ANET: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Arista Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-06.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+24.0%).
ANET trades at a lower forward P/E
(56.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
ANET |
| Current Price |
$555.79 |
$169.86 |
| Fair Value Estimate |
$689.29 |
$207.23 |
| Upside to Fair Value |
+24.0%
|
+22.0%
|
| Market Cap |
$906.3B |
$213.9B |
| Forward P/E |
177.7x
|
56.5x
|
| EV / EBITDA |
110.2x
|
44.7x
|
| Price / Sales |
24.1x
|
21.7x
|
| Price / FCF |
105.3x
|
39.9x
|
| Revenue Growth YoY |
+37.8%
|
+35.1%
|
| Gross Margin |
50.3%
|
63.5%
|
| Operating Margin |
11.7%
|
42.8%
|
| Return on Equity |
8.1%
|
30.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.95%
|
2.51%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. (AMD) is a leading semiconductor company specializing in high-performance CPUs and GPUs with a competitive moat driven by technical innovation and ecosystem scale. Under CEO Dr. Lisa Su's leadership since 2014, AMD has transformed from a $2 billion market cap to over $90 billion, gaining significant market share from Intel and Nvidia. The company reported $34.6 billio…
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
Accumulation Zones
| Metric |
AMD |
ANET |
| Zone Low |
$516.97 |
$155.42 |
| Zone High |
$585.90 |
$176.15 |
| In Buy Zone? |
Yes
|
Yes
|