ANET vs AVGO: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Broadcom Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+15.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
AVGO |
| Current Price |
$203.47 |
$354.99 |
| Fair Value Estimate |
$234.80 |
$408.70 |
| Upside to Fair Value |
+15.4%
|
+15.1%
|
| Market Cap |
$256.2B |
$1,688.9B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
33.0x
|
| Price / Sales |
24.3x
|
18.9x
|
| Price / FCF |
49.7x
|
42.9x
|
| Revenue Growth YoY |
+37.7%
|
+85.5%
|
| Gross Margin |
63.0%
|
67.7%
|
| Operating Margin |
43.1%
|
48.3%
|
| Return on Equity |
30.8%
|
43.9%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
2.01%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
Accumulation Zones
| Metric |
ANET |
AVGO |
| Zone Low |
$176.10 |
$306.52 |
| Zone High |
$199.58 |
$347.39 |
| In Buy Zone? |
No
|
No
|