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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
CRWD |
| Current Price |
$172.62 |
$436.32 |
| Fair Value Estimate |
$193.98 |
$587.16 |
| Upside to Fair Value |
+12.4%
|
+34.6%
|
| Market Cap |
$217.4B |
$110.7B |
| Forward P/E |
61.8x
|
-601.6x
|
| EV / EBITDA |
54.8x
|
951.5x
|
| Price / Sales |
24.1x
|
23.0x
|
| Price / FCF |
51.1x
|
89.3x
|
| 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 |
1.96%
|
1.12%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
Accumulation Zones
| Metric |
ANET |
CRWD |
| Zone Low |
$145.48 |
$440.37 |
| Zone High |
$164.88 |
$499.09 |
| In Buy Zone? |
No
|
Yes
|