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 2026-07-07.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
The Boeing Company · Industrials
$234.54
+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
(56.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
BA |
| Current Price |
$169.86 |
$234.54 |
| Fair Value Estimate |
$207.23 |
$340.08 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$184.9B |
| Forward P/E |
56.5x
|
96.9x
|
| EV / EBITDA |
44.7x
|
30.4x
|
| Price / Sales |
21.7x
|
2.0x
|
| Price / FCF |
39.9x
|
-177.6x
|
| Revenue Growth YoY |
+35.1%
|
+14.0%
|
| Gross Margin |
63.5%
|
4.8%
|
| Operating Margin |
42.8%
|
-5.9%
|
| Return on Equity |
30.6%
|
-8723.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
—
|
| 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…
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Accumulation Zones
| Metric |
ANET |
BA |
| Zone Low |
$155.42 |
$255.06 |
| Zone High |
$176.15 |
$289.07 |
| In Buy Zone? |
Yes
|
Yes
|