ANET vs GE: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and GE Aerospace — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
GE Aerospace · Industrials
$284.60
-24.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
GE trades at a lower forward P/E
(34.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
GE |
| Current Price |
$172.62 |
$284.60 |
| Fair Value Estimate |
$193.98 |
$216.30 |
| Upside to Fair Value |
+12.4%
|
-24.0%
|
| Market Cap |
$217.4B |
$297.4B |
| Forward P/E |
61.8x
|
34.1x
|
| EV / EBITDA |
54.8x
|
27.9x
|
| Price / Sales |
24.1x
|
6.2x
|
| Price / FCF |
51.1x
|
39.8x
|
| Revenue Growth YoY |
+28.9%
|
+24.7%
|
| Gross Margin |
64.1%
|
34.8%
|
| Operating Margin |
42.8%
|
18.5%
|
| Return on Equity |
31.0%
|
46.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
2.51%
|
| 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…
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
Accumulation Zones
| Metric |
ANET |
GE |
| Zone Low |
$145.48 |
$162.23 |
| Zone High |
$164.88 |
$183.86 |
| In Buy Zone? |
No
|
No
|