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 2026-05-13.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Caterpillar Inc. · Industrials
$912.14
-47.9% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
CAT trades at a lower forward P/E
(44.9x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
CAT |
| Current Price |
$172.62 |
$912.14 |
| Fair Value Estimate |
$193.98 |
$475.00 |
| Upside to Fair Value |
+12.4%
|
-47.9%
|
| Market Cap |
$217.4B |
$420.2B |
| Forward P/E |
61.8x
|
44.9x
|
| EV / EBITDA |
54.8x
|
30.0x
|
| Price / Sales |
24.1x
|
5.9x
|
| Price / FCF |
51.1x
|
36.7x
|
| Revenue Growth YoY |
+28.9%
|
+22.2%
|
| Gross Margin |
64.1%
|
32.5%
|
| Operating Margin |
42.8%
|
16.6%
|
| Return on Equity |
31.0%
|
47.5%
|
| Dividend Yield |
0% |
1.5% |
| FCF Yield |
1.96%
|
2.73%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Caterpillar is the world's leading manufacturer of construction and mining equipment, with diversified revenue across Construction Industries, Resource Industries, Energy & Transportation, and Cat Financial. Q1 2026 results reported April 30 showed revenue of $17.4 billion (+22.2% YoY) and EPS of $5.50 (+30.3% YoY), driven by powerful demand from data center build-outs (large engine and power gen…
Accumulation Zones
| Metric |
ANET |
CAT |
| Zone Low |
$145.48 |
$356.00 |
| Zone High |
$164.88 |
$404.00 |
| In Buy Zone? |
No
|
No
|