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 2026-07-08.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
ConocoPhillips · Energy
$108.44
-21.6% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
COP trades at a lower forward P/E
(18.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
COP |
| Current Price |
$169.86 |
$108.44 |
| Fair Value Estimate |
$207.23 |
$85.04 |
| Upside to Fair Value |
+22.0%
|
-21.6%
|
| Market Cap |
$213.9B |
$132.1B |
| Forward P/E |
56.5x
|
18.4x
|
| EV / EBITDA |
44.7x
|
6.1x
|
| Price / Sales |
21.7x
|
2.3x
|
| Price / FCF |
39.9x
|
8.6x
|
| Revenue Growth YoY |
+35.1%
|
-2.5%
|
| Gross Margin |
63.5%
|
29.2%
|
| Operating Margin |
42.8%
|
18.3%
|
| Return on Equity |
30.6%
|
11.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
11.64%
|
| 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…
ConocoPhillips is a major player in the Energy sector focused on Oil & Gas Exploration & Production. The company demonstrates medium business quality with a stable competitive position but faces earnings pressure as reflected in a 23.4% decline in earnings and a 2.5% decline in revenue in the most recent quarter year-over-year. Despite a solid ROE of 11.3% and attractive margins (gross margin 29.…
Accumulation Zones
| Metric |
ANET |
COP |
| Zone Low |
$155.42 |
$63.78 |
| Zone High |
$176.15 |
$72.28 |
| In Buy Zone? |
Yes
|
No
|