ANET vs GEV: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and GE Vernova Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
GEV |
| Current Price |
$169.86 |
$1,014.75 |
| Fair Value Estimate |
$207.23 |
$850.00 |
| Upside to Fair Value |
+22.0%
|
-16.2%
|
| Market Cap |
$213.9B |
$270.3B |
| Forward P/E |
56.5x
|
34.3x
|
| EV / EBITDA |
44.7x
|
25.6x
|
| Price / Sales |
21.7x
|
6.6x
|
| Price / FCF |
39.9x
|
22.0x
|
| Revenue Growth YoY |
+35.1%
|
+15.0%
|
| Gross Margin |
63.5%
|
21.3%
|
| Operating Margin |
42.8%
|
5.9%
|
| Return on Equity |
30.6%
|
30.0%
|
| Dividend Yield |
0% |
0.17% |
| FCF Yield |
2.51%
|
4.5%
|
| 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…
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
Accumulation Zones
| Metric |
ANET |
GEV |
| Zone Low |
$155.42 |
$640.00 |
| Zone High |
$176.15 |
$723.00 |
| In Buy Zone? |
Yes
|
No
|