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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+82.8% upside to fair value
Grade C
High Quality
VS
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
DIS |
| Current Price |
$172.62 |
$101.31 |
| Fair Value Estimate |
$315.55 |
$168.80 |
| Upside to Fair Value |
+82.8%
|
+66.6%
|
| Market Cap |
$217.4B |
$179.5B |
| Forward P/E |
61.8x
|
14.8x
|
| EV / EBITDA |
54.8x
|
11.4x
|
| Price / Sales |
24.1x
|
1.9x
|
| Price / FCF |
51.1x
|
25.4x
|
| Revenue Growth YoY |
+28.9%
|
+5.2%
|
| Gross Margin |
64.1%
|
37.3%
|
| Operating Margin |
42.8%
|
14.2%
|
| Return on Equity |
31.0%
|
11.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.93%
|
| 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…
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
Accumulation Zones
| Metric |
ANET |
DIS |
| Zone Low |
$236.66 |
$126.60 |
| Zone High |
$268.22 |
$143.48 |
| In Buy Zone? |
Yes
|
Yes
|