ANET vs COST: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Costco Wholesale Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
COST trades at a lower forward P/E
(51.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
COST |
| Current Price |
$172.62 |
$999.89 |
| Fair Value Estimate |
$193.98 |
$793.02 |
| Upside to Fair Value |
+12.4%
|
-20.7%
|
| Market Cap |
$217.4B |
$443.6B |
| Forward P/E |
61.8x
|
51.9x
|
| EV / EBITDA |
54.8x
|
30.9x
|
| Price / Sales |
24.1x
|
1.6x
|
| Price / FCF |
51.1x
|
48.8x
|
| Revenue Growth YoY |
+28.9%
|
+9.2%
|
| Gross Margin |
64.1%
|
12.9%
|
| Operating Margin |
42.8%
|
3.8%
|
| Return on Equity |
31.0%
|
28.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
2.05%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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…
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
Accumulation Zones
| Metric |
ANET |
COST |
| Zone Low |
$145.48 |
$594.76 |
| Zone High |
$164.88 |
$674.07 |
| In Buy Zone? |
No
|
No
|