ANET vs DHR: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Danaher Corporation — 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
Danaher Corporation · Healthcare
$195.98
+7.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
DHR trades at a lower forward P/E
(37.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
DHR |
| Current Price |
$169.86 |
$195.98 |
| Fair Value Estimate |
$207.23 |
$211.54 |
| Upside to Fair Value |
+22.0%
|
+7.9%
|
| Market Cap |
$213.9B |
$138.7B |
| Forward P/E |
56.5x
|
37.8x
|
| EV / EBITDA |
44.7x
|
22.8x
|
| Price / Sales |
21.7x
|
5.6x
|
| Price / FCF |
39.9x
|
26.2x
|
| Revenue Growth YoY |
+35.1%
|
+3.7%
|
| Gross Margin |
63.5%
|
60.7%
|
| Operating Margin |
42.8%
|
21.0%
|
| Return on Equity |
30.6%
|
7.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
3.81%
|
| 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…
Danaher Corporation operates in the healthcare sector, specifically in medical diagnostics and research, delivering high-quality products with a durable competitive moat supported by strong margins and consistent earnings growth. The company trades at a trailing and forward P/E of 37.76, which is relatively high but justified by its stable revenue growth of 3.7% and earnings growth of 7.9% in the…
Accumulation Zones
| Metric |
ANET |
DHR |
| Zone Low |
$155.42 |
$158.66 |
| Zone High |
$176.15 |
$179.81 |
| In Buy Zone? |
Yes
|
No
|