ANET vs COP: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and ConocoPhillips — 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
ConocoPhillips · Energy
$122.55
-21.4% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
COP trades at a lower forward P/E
(19.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
COP |
| Current Price |
$172.86 |
$122.55 |
| Fair Value Estimate |
$316.03 |
$96.36 |
| Upside to Fair Value |
+82.8%
|
-21.4%
|
| Market Cap |
$217.7B |
$149.8B |
| Forward P/E |
61.9x
|
19.3x
|
| EV / EBITDA |
54.9x
|
5.8x
|
| Price / Sales |
24.2x
|
2.5x
|
| Price / FCF |
51.2x
|
8.9x
|
| Revenue Growth YoY |
+28.9%
|
+7.5%
|
| Gross Margin |
64.1%
|
24.6%
|
| Operating Margin |
42.8%
|
19.6%
|
| Return on Equity |
31.0%
|
12.39%
|
| Dividend Yield |
0% |
3.41% |
| FCF Yield |
1.95%
|
10.9%
|
| 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 …
ConocoPhillips is the largest U.S. independent exploration and production company, operating approximately 2.4 million barrels of oil equivalent per day across its Lower 48, Alaska, Canada, and international segments. The company completed its transformative $22.5 billion Marathon Oil acquisition in late 2024 and is on track for $2 billion in cost synergies by the end of 2026. Full-year 2025 reve…
Accumulation Zones
| Metric |
ANET |
COP |
| Zone Low |
$237.02 |
$72.27 |
| Zone High |
$268.63 |
$81.91 |
| In Buy Zone? |
Yes
|
No
|