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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Eaton Corporation plc · Industrials
$438.76
+32.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ETN has more upside to fair value
(+32.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
ETN |
| Current Price |
$203.47 |
$438.76 |
| Fair Value Estimate |
$234.80 |
$579.99 |
| Upside to Fair Value |
+15.4%
|
+32.2%
|
| Market Cap |
$256.2B |
$170.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
29.6x
|
| Price / Sales |
24.3x
|
5.7x
|
| Price / FCF |
49.7x
|
37.9x
|
| Revenue Growth YoY |
+37.7%
|
+21.4%
|
| Gross Margin |
63.0%
|
35.9%
|
| Operating Margin |
43.1%
|
17.7%
|
| Return on Equity |
30.8%
|
19.6%
|
| Dividend Yield |
0% |
0.99% |
| FCF Yield |
2.01%
|
2.64%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks designs and sells high-performance Ethernet switching and routing hardware plus its extensible EOS network operating system, and it sits directly in the path of the AI data-center build-out where networking, not compute, is increasingly the bottleneck. The business quality is genuinely high: TTM gross margin of 63.0%, TTM operating margin of 43.1%, TTM net margin of 38.4%, and ROE…
Eaton Corporation plc is a Dublin-headquartered power management company with roughly 97,303 employees, operating electrical, aerospace, vehicle and eMobility segments that supply power distribution, circuit protection, power quality and reliability equipment and services. The business quality is high: TTM gross margin of 35.9%, TTM operating margin of 17.7%, TTM net margin of 12.8% and ROE of 19…
Accumulation Zones
| Metric |
ANET |
ETN |
| Zone Low |
$176.10 |
$434.99 |
| Zone High |
$199.58 |
$492.99 |
| In Buy Zone? |
No
|
Yes
|