ANET vs DE: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Deere & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+82.8% upside to fair value
Grade C
High Quality
VS
Deere & Company · Industrials
$578.39
+22.4% upside to fair value
Grade C
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
DE trades at a lower forward P/E
(32.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
DE |
| Current Price |
$172.62 |
$578.39 |
| Fair Value Estimate |
$315.55 |
$708.19 |
| Upside to Fair Value |
+82.8%
|
+22.4%
|
| Market Cap |
$217.4B |
$156.2B |
| Forward P/E |
61.8x
|
32.5x
|
| EV / EBITDA |
54.8x
|
18.4x
|
| Price / Sales |
24.1x
|
3.4x
|
| Price / FCF |
51.1x
|
43.7x
|
| Revenue Growth YoY |
+28.9%
|
+16.3%
|
| Gross Margin |
64.1%
|
35.6%
|
| Operating Margin |
42.8%
|
18.5%
|
| Return on Equity |
31.0%
|
18.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
2.29%
|
| 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…
Deere & Company is a leading manufacturer of agricultural, construction, and forestry machinery, with a strong position in production and precision agriculture, small agriculture and turf, and construction and forestry segments. The company benefits from a durable competitive moat driven by its brand, intangible assets, and switching costs, supported by a CEO with deep institutional knowledge and…
Accumulation Zones
| Metric |
ANET |
DE |
| Zone Low |
$236.66 |
$531.14 |
| Zone High |
$268.22 |
$601.96 |
| In Buy Zone? |
Yes
|
Yes
|