ANET vs DELL: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+45.0%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
DELL |
| Current Price |
$172.62 |
$196.55 |
| Fair Value Estimate |
$193.98 |
$285.00 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$132.7B |
| Forward P/E |
61.8x
|
21.6x
|
| EV / EBITDA |
54.8x
|
16.7x
|
| Price / Sales |
24.1x
|
1.2x
|
| Price / FCF |
51.1x
|
15.5x
|
| Revenue Growth YoY |
+28.9%
|
+23.6%
|
| Gross Margin |
64.1%
|
20.1%
|
| Operating Margin |
42.8%
|
7.2%
|
| Return on Equity |
31.0%
|
-218.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
6.45%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
Accumulation Zones
| Metric |
ANET |
DELL |
| Zone Low |
$145.48 |
$213.75 |
| Zone High |
$164.88 |
$242.25 |
| In Buy Zone? |
No
|
Yes
|