ANET vs CVX: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Chevron Corporation — 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
Chevron Corporation · Energy
$188.52
-23.1% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
CVX trades at a lower forward P/E
(22.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
CVX |
| Current Price |
$172.86 |
$188.52 |
| Fair Value Estimate |
$316.03 |
$145.00 |
| Upside to Fair Value |
+82.8%
|
-23.1%
|
| Market Cap |
$217.7B |
$376.9B |
| Forward P/E |
61.9x
|
22.9x
|
| EV / EBITDA |
54.9x
|
7.8x
|
| Price / Sales |
24.2x
|
1.5x
|
| Price / FCF |
51.2x
|
17.0x
|
| Revenue Growth YoY |
+28.9%
|
-4.6%
|
| Gross Margin |
64.1%
|
30.4%
|
| Operating Margin |
42.8%
|
9.0%
|
| Return on Equity |
31.0%
|
6.6%
|
| Dividend Yield |
0% |
4.52% |
| FCF Yield |
1.95%
|
5.89%
|
| 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 …
Chevron Corporation is a leading integrated oil and gas major with global upstream and downstream operations, a fortress balance sheet, and a shareholder-friendly capital return program. Under CEO Mike Wirth, the company has prioritized disciplined capital allocation, returning over $27 billion to shareholders in 2024 alone through buybacks and dividends, while maintaining a 38-year streak of con…
Accumulation Zones
| Metric |
ANET |
CVX |
| Zone Low |
$237.02 |
$108.75 |
| Zone High |
$268.63 |
$123.25 |
| In Buy Zone? |
Yes
|
No
|