ANET vs ETN: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Eaton Corporation plc — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
ETN trades at a lower forward P/E
(33.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
ETN |
| Current Price |
$169.86 |
$447.28 |
| Fair Value Estimate |
$207.23 |
$405.00 |
| Upside to Fair Value |
+22.0%
|
-9.5%
|
| Market Cap |
$213.9B |
$173.7B |
| Forward P/E |
56.5x
|
33.2x
|
| EV / EBITDA |
44.7x
|
30.0x
|
| Price / Sales |
21.7x
|
5.8x
|
| Price / FCF |
39.9x
|
38.6x
|
| Revenue Growth YoY |
+35.1%
|
+21.0%
|
| Gross Margin |
63.5%
|
35.9%
|
| Operating Margin |
42.8%
|
17.7%
|
| Return on Equity |
30.6%
|
18.9%
|
| Dividend Yield |
0% |
0.98% |
| FCF Yield |
2.51%
|
2.59%
|
| Analyst Consensus |
Strong Buy
|
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…
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
Accumulation Zones
| Metric |
ANET |
ETN |
| Zone Low |
$155.42 |
$305.00 |
| Zone High |
$176.15 |
$345.00 |
| In Buy Zone? |
Yes
|
No
|