ANET vs DIS: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and The Walt Disney Company — 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
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
DIS |
| Current Price |
$169.86 |
$96.16 |
| Fair Value Estimate |
$207.23 |
$139.43 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$167.0B |
| Forward P/E |
56.5x
|
15.4x
|
| EV / EBITDA |
44.7x
|
10.8x
|
| Price / Sales |
21.7x
|
1.7x
|
| Price / FCF |
39.9x
|
23.5x
|
| Revenue Growth YoY |
+35.1%
|
+6.5%
|
| Gross Margin |
63.5%
|
37.2%
|
| Operating Margin |
42.8%
|
15.5%
|
| Return on Equity |
30.6%
|
10.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
4.26%
|
| 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…
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
Accumulation Zones
| Metric |
ANET |
DIS |
| Zone Low |
$155.42 |
$104.57 |
| Zone High |
$176.15 |
$118.52 |
| In Buy Zone? |
Yes
|
Yes
|