ANET vs ASML: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and ASML Holding N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
ASML Holding N.V. · Technology
$1,458.97
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
ASML trades at a lower forward P/E
(48.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
ASML |
| Current Price |
$172.62 |
$1,458.97 |
| Fair Value Estimate |
$193.98 |
$2,115.51 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$562.3B |
| Forward P/E |
61.8x
|
48.3x
|
| EV / EBITDA |
54.8x
|
37.6x
|
| Price / Sales |
24.1x
|
14.4x
|
| Price / FCF |
51.1x
|
54.4x
|
| Revenue Growth YoY |
+28.9%
|
+13.2%
|
| Gross Margin |
64.1%
|
52.6%
|
| Operating Margin |
42.8%
|
34.8%
|
| Return on Equity |
31.0%
|
52.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
1.84%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
ASML Holding N.V. is a leading technology company specializing in semiconductor manufacturing equipment, particularly extreme ultraviolet lithography machines which hold a near-monopoly position. The company benefits from a durable competitive moat driven by its technological leadership, high barriers to entry, and strong demand from semiconductor manufacturers globally, especially in China. Desp…
Accumulation Zones
| Metric |
ANET |
ASML |
| Zone Low |
$145.48 |
$1,586.63 |
| Zone High |
$164.88 |
$1,798.18 |
| In Buy Zone? |
No
|
Yes
|