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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
ConocoPhillips · Energy
$127.53
+32.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
COP has more upside to fair value
(+32.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
COP |
| Current Price |
$203.47 |
$127.53 |
| Fair Value Estimate |
$234.80 |
$168.50 |
| Upside to Fair Value |
+15.4%
|
+32.1%
|
| Market Cap |
$256.2B |
$155.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
6.2x
|
| Price / Sales |
24.3x
|
2.5x
|
| Price / FCF |
49.7x
|
7.9x
|
| Revenue Growth YoY |
+37.7%
|
+36.8%
|
| Gross Margin |
63.0%
|
27.7%
|
| Operating Margin |
43.1%
|
21.9%
|
| Return on Equity |
30.8%
|
14.3%
|
| Dividend Yield |
0% |
2.63% |
| FCF Yield |
2.01%
|
12.66%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks designs and sells high-performance Ethernet switching and routing hardware plus its extensible EOS network operating system, and it sits directly in the path of the AI data-center build-out where networking, not compute, is increasingly the bottleneck. The business quality is genuinely high: TTM gross margin of 63.0%, TTM operating margin of 43.1%, TTM net margin of 38.4%, and ROE…
ConocoPhillips is a global exploration and production company with a portfolio spanning unconventional North American shale, conventional international assets, LNG ventures, and Canadian oil sands, run by a new leadership team after Andy O'Brien became CEO on September 1, 2026. The business quality is medium: it generates substantial cash, with $16.15 in free cash flow per share and a 14.3% retur…
Accumulation Zones
| Metric |
ANET |
COP |
| Zone Low |
$176.10 |
$126.38 |
| Zone High |
$199.58 |
$143.22 |
| In Buy Zone? |
No
|
Yes
|