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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+82.8% upside to fair value
Grade C
High Quality
VS
Danaher Corporation · Healthcare
$174.04
+13.2% upside to fair value
Grade B
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
DHR trades at a lower forward P/E
(33.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
DHR |
| Current Price |
$172.62 |
$174.04 |
| Fair Value Estimate |
$315.55 |
$197.01 |
| Upside to Fair Value |
+82.8%
|
+13.2%
|
| Market Cap |
$217.4B |
$123.2B |
| Forward P/E |
61.8x
|
33.4x
|
| EV / EBITDA |
54.8x
|
20.3x
|
| Price / Sales |
24.1x
|
5.0x
|
| Price / FCF |
51.1x
|
23.3x
|
| Revenue Growth YoY |
+28.9%
|
+3.7%
|
| Gross Margin |
64.1%
|
60.7%
|
| Operating Margin |
42.8%
|
21.0%
|
| Return on Equity |
31.0%
|
7.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
4.3%
|
| 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…
Danaher Corporation is a diversified healthcare company focused on medical diagnostics, life sciences, and biotechnology, generating approximately $24 billion in revenue with a strong recurring revenue base of over 81%. The company benefits from a high gross margin of 60.7% and solid operating margin of 21%, supported by a seasoned management team with a proven capital allocation track record inc…
Accumulation Zones
| Metric |
ANET |
DHR |
| Zone Low |
$236.66 |
$147.76 |
| Zone High |
$268.22 |
$167.46 |
| In Buy Zone? |
Yes
|
No
|