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 2026-07-09.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
DE trades at a lower forward P/E
(33.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
DE |
| Current Price |
$169.86 |
$596.74 |
| Fair Value Estimate |
$207.23 |
$418.72 |
| Upside to Fair Value |
+22.0%
|
-29.8%
|
| Market Cap |
$213.9B |
$161.1B |
| Forward P/E |
56.5x
|
33.7x
|
| EV / EBITDA |
44.7x
|
19.0x
|
| Price / Sales |
21.7x
|
3.4x
|
| Price / FCF |
39.9x
|
42.8x
|
| Revenue Growth YoY |
+35.1%
|
+6.7%
|
| Gross Margin |
63.5%
|
35.4%
|
| Operating Margin |
42.8%
|
18.4%
|
| Return on Equity |
30.6%
|
18.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
2.34%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Deere & Company operates in the agricultural machinery sector, providing durable equipment critical to farming and construction industries. The business quality is high, supported by a strong 18.3% return on equity and solid gross and operating margins of 35.4% and 18.4%, respectively. However, the stock is currently overvalued, trading approximately 30% above its fair value estimate of $418.72, …
Accumulation Zones
| Metric |
ANET |
DE |
| Zone Low |
$155.42 |
$314.04 |
| Zone High |
$176.15 |
$355.91 |
| In Buy Zone? |
Yes
|
No
|