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 2026-07-08.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
CRM |
| Current Price |
$169.86 |
$169.52 |
| Fair Value Estimate |
$207.23 |
$245.80 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$138.8B |
| Forward P/E |
56.5x
|
19.6x
|
| EV / EBITDA |
44.7x
|
12.3x
|
| Price / Sales |
21.7x
|
3.2x
|
| Price / FCF |
39.9x
|
9.5x
|
| Revenue Growth YoY |
+35.1%
|
+13.3%
|
| Gross Margin |
63.5%
|
77.6%
|
| Operating Margin |
42.8%
|
21.9%
|
| Return on Equity |
30.6%
|
14.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
10.56%
|
| 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…
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% …
Accumulation Zones
| Metric |
ANET |
CRM |
| Zone Low |
$155.42 |
$184.35 |
| Zone High |
$176.15 |
$208.93 |
| In Buy Zone? |
Yes
|
Yes
|