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 2026-07-16.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
GE trades at a lower forward P/E
(42.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
GE |
| Current Price |
$169.86 |
$360.35 |
| Fair Value Estimate |
$207.23 |
$267.03 |
| Upside to Fair Value |
+22.0%
|
-25.9%
|
| Market Cap |
$213.9B |
$376.5B |
| Forward P/E |
56.5x
|
42.3x
|
| EV / EBITDA |
44.7x
|
33.4x
|
| Price / Sales |
21.7x
|
7.8x
|
| Price / FCF |
39.9x
|
50.5x
|
| Revenue Growth YoY |
+35.1%
|
+21.1%
|
| Gross Margin |
63.5%
|
36.1%
|
| Operating Margin |
42.8%
|
21.0%
|
| Return on Equity |
30.6%
|
46.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
1.98%
|
| 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…
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
Accumulation Zones
| Metric |
ANET |
GE |
| Zone Low |
$155.42 |
$200.27 |
| Zone High |
$176.15 |
$226.98 |
| In Buy Zone? |
Yes
|
No
|