ANET vs CRWV: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and CoreWeave, Inc. Class A Common Stock — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
CRWV |
| Current Price |
$203.47 |
$86.76 |
| Fair Value Estimate |
$234.80 |
$125.80 |
| Upside to Fair Value |
+15.4%
|
+45.0%
|
| Market Cap |
$256.2B |
$47.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
36.3x
|
| Price / Sales |
24.3x
|
6.2x
|
| Price / FCF |
49.7x
|
—
|
| Revenue Growth YoY |
+37.7%
|
+112.3%
|
| Gross Margin |
63.0%
|
67.4%
|
| Operating Margin |
43.1%
|
-3.0%
|
| Return on Equity |
30.8%
|
-45.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.01%
|
—
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Arista Networks designs and sells high-performance Ethernet switching and routing hardware plus its extensible EOS network operating system, and it sits directly in the path of the AI data-center build-out where networking, not compute, is increasingly the bottleneck. The business quality is genuinely high: TTM gross margin of 63.0%, TTM operating margin of 43.1%, TTM net margin of 38.4%, and ROE…
CoreWeave operates a specialized GPU cloud platform purpose-built for generative AI workloads, offering high-performance GPU and CPU compute, storage, networking, and managed services to large enterprises from bare-metal and virtual server options. The business is growing explosively, with revenue up 112.3% year over year in the most recent quarter and a TTM gross margin of 67.4%, but it is doing…
Accumulation Zones
| Metric |
ANET |
CRWV |
| Zone Low |
$176.10 |
$94.35 |
| Zone High |
$199.58 |
$106.93 |
| In Buy Zone? |
No
|
Yes
|