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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
GEV |
| Current Price |
$203.47 |
$951.82 |
| Fair Value Estimate |
$234.80 |
$1,288.67 |
| Upside to Fair Value |
+15.4%
|
+35.4%
|
| Market Cap |
$256.2B |
$253.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
28.2x
|
| Price / Sales |
24.3x
|
6.1x
|
| Price / FCF |
49.7x
|
20.5x
|
| Revenue Growth YoY |
+37.7%
|
+21.9%
|
| Gross Margin |
63.0%
|
20.2%
|
| Operating Margin |
43.1%
|
4.4%
|
| Return on Equity |
30.8%
|
83.4%
|
| Dividend Yield |
0% |
0.18% |
| FCF Yield |
2.01%
|
4.88%
|
| 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…
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
Accumulation Zones
| Metric |
ANET |
GEV |
| Zone Low |
$176.10 |
$966.50 |
| Zone High |
$199.58 |
$1,095.37 |
| In Buy Zone? |
No
|
Yes
|