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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
ANET trades at a lower forward P/E
(61.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
AVGO |
| Current Price |
$172.86 |
$371.59 |
| Fair Value Estimate |
$316.03 |
$186.35 |
| Upside to Fair Value |
+82.8%
|
-49.9%
|
| Market Cap |
$217.7B |
$1,761.8B |
| Forward P/E |
61.9x
|
70.7x
|
| EV / EBITDA |
54.9x
|
46.7x
|
| Price / Sales |
24.2x
|
25.9x
|
| Price / FCF |
51.2x
|
61.1x
|
| Revenue Growth YoY |
+28.9%
|
+7.2%
|
| Gross Margin |
64.1%
|
67.1%
|
| Operating Margin |
42.8%
|
40.9%
|
| Return on Equity |
31.0%
|
32.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
1.64%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…
Accumulation Zones
| Metric |
ANET |
AVGO |
| Zone Low |
$237.02 |
$139.76 |
| Zone High |
$268.63 |
$158.40 |
| In Buy Zone? |
Yes
|
No
|