ANET vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and CrowdStrike Holdings, 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
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
CRWD |
| Current Price |
$172.86 |
$449.61 |
| Fair Value Estimate |
$316.03 |
$926.44 |
| Upside to Fair Value |
+82.8%
|
+106.1%
|
| Market Cap |
$217.7B |
$114.0B |
| Forward P/E |
61.9x
|
-619.9x
|
| EV / EBITDA |
54.9x
|
981.7x
|
| Price / Sales |
24.2x
|
23.7x
|
| Price / FCF |
51.2x
|
92.0x
|
| Revenue Growth YoY |
+28.9%
|
+23.3%
|
| Gross Margin |
64.1%
|
74.9%
|
| Operating Margin |
42.8%
|
-5.4%
|
| Return on Equity |
31.0%
|
-4.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
1.09%
|
| 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 …
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Accumulation Zones
| Metric |
ANET |
CRWD |
| Zone Low |
$237.02 |
$694.83 |
| Zone High |
$268.63 |
$787.47 |
| In Buy Zone? |
Yes
|
Yes
|