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 2026-07-10.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
DELL |
| Current Price |
$169.86 |
$450.22 |
| Fair Value Estimate |
$207.23 |
$391.48 |
| Upside to Fair Value |
+22.0%
|
-13.0%
|
| Market Cap |
$213.9B |
$299.1B |
| Forward P/E |
56.5x
|
35.2x
|
| EV / EBITDA |
44.7x
|
22.9x
|
| Price / Sales |
21.7x
|
2.2x
|
| Price / FCF |
39.9x
|
31.7x
|
| Revenue Growth YoY |
+35.1%
|
+87.5%
|
| Gross Margin |
63.5%
|
19.2%
|
| Operating Margin |
42.8%
|
8.0%
|
| Return on Equity |
30.6%
|
-363.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
3.16%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
Accumulation Zones
| Metric |
ANET |
DELL |
| Zone Low |
$155.42 |
$293.61 |
| Zone High |
$176.15 |
$332.76 |
| In Buy Zone? |
Yes
|
No
|