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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+15.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
DE |
| Current Price |
$203.47 |
$703.12 |
| Fair Value Estimate |
$234.80 |
$616.99 |
| Upside to Fair Value |
+15.4%
|
-12.2%
|
| Market Cap |
$256.2B |
$189.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
22.1x
|
| Price / Sales |
24.3x
|
4.0x
|
| Price / FCF |
49.7x
|
49.1x
|
| Revenue Growth YoY |
+37.7%
|
+7.0%
|
| Gross Margin |
63.0%
|
35.7%
|
| Operating Margin |
43.1%
|
19.0%
|
| Return on Equity |
30.8%
|
18.1%
|
| Dividend Yield |
0% |
0.92% |
| FCF Yield |
2.01%
|
2.04%
|
| 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…
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
Accumulation Zones
| Metric |
ANET |
DE |
| Zone Low |
$176.10 |
$462.74 |
| Zone High |
$199.58 |
$524.44 |
| In Buy Zone? |
No
|
No
|