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 2026-07-08.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
COST trades at a lower forward P/E
(47.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
COST |
| Current Price |
$169.86 |
$947.50 |
| Fair Value Estimate |
$207.23 |
$933.84 |
| Upside to Fair Value |
+22.0%
|
-1.4%
|
| Market Cap |
$213.9B |
$420.2B |
| Forward P/E |
56.5x
|
47.6x
|
| EV / EBITDA |
44.7x
|
28.3x
|
| Price / Sales |
21.7x
|
1.4x
|
| Price / FCF |
39.9x
|
47.7x
|
| Revenue Growth YoY |
+35.1%
|
+11.6%
|
| Gross Margin |
63.5%
|
12.9%
|
| Operating Margin |
42.8%
|
3.8%
|
| Return on Equity |
30.6%
|
28.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
2.1%
|
| Analyst Consensus |
Strong Buy
|
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…
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
Accumulation Zones
| Metric |
ANET |
COST |
| Zone Low |
$155.42 |
$700.38 |
| Zone High |
$176.15 |
$793.76 |
| In Buy Zone? |
Yes
|
No
|