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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
DELL |
| Current Price |
$172.86 |
$196.55 |
| Fair Value Estimate |
$316.03 |
$499.84 |
| Upside to Fair Value |
+82.8%
|
+154.3%
|
| Market Cap |
$217.7B |
$132.7B |
| Forward P/E |
61.9x
|
21.6x
|
| EV / EBITDA |
54.9x
|
16.7x
|
| Price / Sales |
24.2x
|
1.2x
|
| Price / FCF |
51.2x
|
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 |
1.95%
|
6.45%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
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 |
$237.02 |
$374.88 |
| Zone High |
$268.63 |
$424.86 |
| In Buy Zone? |
Yes
|
Yes
|