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 2026-07-09.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
CRWD |
| Current Price |
$169.86 |
$191.12 |
| Fair Value Estimate |
$207.23 |
$253.64 |
| Upside to Fair Value |
+22.0%
|
+32.7%
|
| Market Cap |
$213.9B |
$194.6B |
| Forward P/E |
56.5x
|
-4023.6x
|
| EV / EBITDA |
44.7x
|
570.3x
|
| Price / Sales |
21.7x
|
38.2x
|
| Price / FCF |
39.9x
|
134.0x
|
| Revenue Growth YoY |
+35.1%
|
+25.6%
|
| Gross Margin |
63.5%
|
75.0%
|
| Operating Margin |
42.8%
|
-3.9%
|
| Return on Equity |
30.6%
|
-0.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
0.75%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Accumulation Zones
| Metric |
ANET |
CRWD |
| Zone Low |
$155.42 |
$190.23 |
| Zone High |
$176.15 |
$215.59 |
| In Buy Zone? |
Yes
|
Yes
|