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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
GE trades at a lower forward P/E
(37.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
GE |
| Current Price |
$172.86 |
$308.35 |
| Fair Value Estimate |
$316.03 |
$171.94 |
| Upside to Fair Value |
+82.8%
|
-44.2%
|
| Market Cap |
$217.7B |
$325.2B |
| Forward P/E |
61.9x
|
37.8x
|
| EV / EBITDA |
54.9x
|
27.9x
|
| Price / Sales |
24.2x
|
7.2x
|
| Price / FCF |
51.2x
|
45.2x
|
| Revenue Growth YoY |
+28.9%
|
+18.5%
|
| Gross Margin |
64.1%
|
36.8%
|
| Operating Margin |
42.8%
|
19.1%
|
| Return on Equity |
31.0%
|
46.6%
|
| Dividend Yield |
0% |
0.44% |
| FCF Yield |
1.95%
|
2.21%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of high-speed data center networking hardware and software, specializing in Ethernet switches and cloud networking solutions. The company benefits from strong revenue growth driven by AI and hyperscale cloud demand, with 28.9% revenue growth and 19.3% earnings growth in the most recent quarter. High margins, including a 64.1% gross margin and 42.8% operating …
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Accumulation Zones
| Metric |
ANET |
GE |
| Zone Low |
$237.02 |
$128.96 |
| Zone High |
$268.63 |
$146.15 |
| In Buy Zone? |
Yes
|
No
|