AMZN vs ANET: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Arista Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% 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
AMZN has more upside to fair value
(+18.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMZN |
ANET |
| Current Price |
$251.19 |
$203.47 |
| Fair Value Estimate |
$297.67 |
$234.80 |
| Upside to Fair Value |
+18.5%
|
+15.4%
|
| Market Cap |
$2,702.1B |
$256.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
49.7x
|
| Price / Sales |
3.5x
|
24.3x
|
| Price / FCF |
—
|
49.7x
|
| Revenue Growth YoY |
+19.6%
|
+37.7%
|
| Gross Margin |
50.8%
|
63.0%
|
| Operating Margin |
12.1%
|
43.1%
|
| Return on Equity |
30.5%
|
30.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.01%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
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 |
AMZN |
ANET |
| Zone Low |
$223.25 |
$176.10 |
| Zone High |
$253.02 |
$199.58 |
| In Buy Zone? |
Yes
|
No
|