ANET vs CAT: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Caterpillar Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-08.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Caterpillar Inc. · Industrials
$940.12
-39.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
CAT trades at a lower forward P/E
(46.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
CAT |
| Current Price |
$169.86 |
$940.12 |
| Fair Value Estimate |
$207.23 |
$569.47 |
| Upside to Fair Value |
+22.0%
|
-39.4%
|
| Market Cap |
$213.9B |
$433.1B |
| Forward P/E |
56.5x
|
46.6x
|
| EV / EBITDA |
44.7x
|
29.7x
|
| Price / Sales |
21.7x
|
6.1x
|
| Price / FCF |
39.9x
|
37.8x
|
| Revenue Growth YoY |
+35.1%
|
+22.2%
|
| Gross Margin |
63.5%
|
32.5%
|
| Operating Margin |
42.8%
|
16.6%
|
| Return on Equity |
30.6%
|
47.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
2.64%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Caterpillar Inc. is a leading global manufacturer of agricultural and construction machinery, operating within the Industrials sector. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, cost advantages, and intangible assets. It posted robust revenue growth of 22.2% and earnings growth of 27.3% in the most recent quarter, reflecti…
Accumulation Zones
| Metric |
ANET |
CAT |
| Zone Low |
$155.42 |
$427.10 |
| Zone High |
$176.15 |
$484.05 |
| In Buy Zone? |
Yes
|
No
|