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 2026-04-22.
Amazon.com, Inc. · Consumer Cyclical
$250.56
+32.0% 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%).
AMZN trades at a lower forward P/E
(34.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
ANET |
| Current Price |
$250.56 |
$172.86 |
| Fair Value Estimate |
$330.77 |
$316.03 |
| Upside to Fair Value |
+32.0%
|
+82.8%
|
| Market Cap |
$2,689.7B |
$217.7B |
| Forward P/E |
34.5x
|
61.9x
|
| EV / EBITDA |
16.7x
|
54.9x
|
| Price / Sales |
3.8x
|
24.2x
|
| Price / FCF |
349.5x
|
51.2x
|
| Revenue Growth YoY |
+13.6%
|
+28.9%
|
| Gross Margin |
50.3%
|
64.1%
|
| Operating Margin |
11.2%
|
42.8%
|
| Return on Equity |
21.9%
|
31.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.29%
|
1.95%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as a global leader in e-commerce and cloud computing, generating $716.9 billion in net sales for fiscal 2025 with a strong presence in North America, International markets, and AWS. The company benefits from durable competitive moats in e-commerce, where it is America’s largest online retailer with over four times the sales of its nearest rival as of 2015, and in cloud c…
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 |
AMZN |
ANET |
| Zone Low |
$248.08 |
$237.02 |
| Zone High |
$281.15 |
$268.63 |
| In Buy Zone? |
Yes
|
Yes
|