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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Costco Wholesale Corporation · Consumer Defensive
$999.89
-19.1% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
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 |
$172.86 |
$999.89 |
| Fair Value Estimate |
$316.03 |
$808.71 |
| Upside to Fair Value |
+82.8%
|
-19.1%
|
| Market Cap |
$217.7B |
$443.6B |
| Forward P/E |
61.9x
|
51.9x
|
| EV / EBITDA |
54.9x
|
30.9x
|
| Price / Sales |
24.2x
|
1.6x
|
| Price / FCF |
51.2x
|
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 |
1.95%
|
2.05%
|
| 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 …
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 |
$237.02 |
$606.53 |
| Zone High |
$268.63 |
$687.40 |
| In Buy Zone? |
Yes
|
No
|