ANET vs CRM: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Salesforce, Inc. — 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
Salesforce, Inc. · Technology
$182.14
+200.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+200.4%).
CRM trades at a lower forward P/E
(22.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
CRM |
| Current Price |
$172.86 |
$182.14 |
| Fair Value Estimate |
$316.03 |
$547.17 |
| Upside to Fair Value |
+82.8%
|
+200.4%
|
| Market Cap |
$217.7B |
$173.0B |
| Forward P/E |
61.9x
|
22.8x
|
| EV / EBITDA |
54.9x
|
14.4x
|
| Price / Sales |
24.2x
|
4.2x
|
| Price / FCF |
51.2x
|
12.0x
|
| Revenue Growth YoY |
+28.9%
|
+12.1%
|
| Gross Margin |
64.1%
|
77.7%
|
| Operating Margin |
42.8%
|
21.5%
|
| Return on Equity |
31.0%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
8.33%
|
| 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 …
Salesforce, Inc. is a leading enterprise software company specializing in cloud-based customer relationship management and enterprise applications. The company benefits from a durable competitive moat anchored by pioneering SaaS delivery, a large and growing customer base, and a diversified revenue mix with Service Cloud as the largest segment generating $9.05 billion in FY2025. Salesforce exhibi…
Accumulation Zones
| Metric |
ANET |
CRM |
| Zone Low |
$237.02 |
$410.38 |
| Zone High |
$268.63 |
$465.09 |
| In Buy Zone? |
Yes
|
Yes
|