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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
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 |
BA |
| Current Price |
$172.86 |
$217.63 |
| Fair Value Estimate |
$316.03 |
$260.00 |
| Upside to Fair Value |
+82.8%
|
+19.5%
|
| Market Cap |
$217.7B |
$170.9B |
| Forward P/E |
61.9x
|
74.0x
|
| EV / EBITDA |
54.9x
|
28.4x
|
| Price / Sales |
24.2x
|
1.9x
|
| Price / FCF |
51.2x
|
-88.2x
|
| Revenue Growth YoY |
+28.9%
|
+34.5%
|
| Gross Margin |
64.1%
|
4.8%
|
| Operating Margin |
42.8%
|
-6.1%
|
| Return on Equity |
31.0%
|
41.0%
|
| Dividend Yield |
0% |
0.2% |
| FCF Yield |
1.95%
|
-1.1%
|
| Analyst Consensus |
Strong Buy
|
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 …
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Accumulation Zones
| Metric |
ANET |
BA |
| Zone Low |
$237.02 |
$195.00 |
| Zone High |
$268.63 |
$221.00 |
| In Buy Zone? |
Yes
|
Yes
|