ANET vs BA: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and The Boeing Company — 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
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
ANET trades at a lower forward P/E
(61.8x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
BA |
| Current Price |
$172.62 |
$231.28 |
| Fair Value Estimate |
$193.98 |
$335.36 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$181.8B |
| Forward P/E |
61.8x
|
83.4x
|
| EV / EBITDA |
54.8x
|
30.8x
|
| Price / Sales |
24.1x
|
2.0x
|
| Price / FCF |
51.1x
|
776.7x
|
| Revenue Growth YoY |
+28.9%
|
+14.0%
|
| Gross Margin |
64.1%
|
4.8%
|
| Operating Margin |
42.8%
|
-5.9%
|
| Return on Equity |
31.0%
|
-8723.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
0.13%
|
| 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…
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Accumulation Zones
| Metric |
ANET |
BA |
| Zone Low |
$145.48 |
$251.52 |
| Zone High |
$164.88 |
$285.06 |
| In Buy Zone? |
No
|
Yes
|