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 2026-07-15.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
ASML has more upside to fair value
(+45.0%).
ANET trades at a lower forward P/E
(56.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
ASML |
| Current Price |
$169.86 |
$1,775.64 |
| Fair Value Estimate |
$207.23 |
$2,574.68 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$684.4B |
| Forward P/E |
56.5x
|
62.1x
|
| EV / EBITDA |
44.7x
|
47.1x
|
| Price / Sales |
21.7x
|
18.4x
|
| Price / FCF |
39.9x
|
69.1x
|
| Revenue Growth YoY |
+35.1%
|
+13.2%
|
| Gross Margin |
63.5%
|
52.6%
|
| Operating Margin |
42.8%
|
34.8%
|
| Return on Equity |
30.6%
|
52.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
1.45%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
ASML Holding N.V. is a leading semiconductor equipment manufacturer specializing in photolithography systems critical for chip production. The company exhibits high business quality with a durable competitive moat supported by advanced technology and strong market position, reflected in a 52% return on equity and robust margins including a 52.6% gross margin and 29.7% net margin. Despite strong r…
Accumulation Zones
| Metric |
ANET |
ASML |
| Zone Low |
$155.42 |
$1,931.01 |
| Zone High |
$176.15 |
$2,188.48 |
| In Buy Zone? |
Yes
|
Yes
|