ANET vs GOOG: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Alphabet Inc. — 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
Alphabet Inc. · Communication Services
$339.40
-4.4% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
GOOG trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
GOOG |
| Current Price |
$172.86 |
$339.40 |
| Fair Value Estimate |
$316.03 |
$324.34 |
| Upside to Fair Value |
+82.8%
|
-4.4%
|
| Market Cap |
$217.7B |
$4,105.7B |
| Forward P/E |
61.9x
|
31.2x
|
| EV / EBITDA |
54.9x
|
23.1x
|
| Price / Sales |
24.2x
|
10.3x
|
| Price / FCF |
51.2x
|
56.4x
|
| Revenue Growth YoY |
+28.9%
|
+11.3%
|
| Gross Margin |
64.1%
|
59.7%
|
| Operating Margin |
42.8%
|
32.0%
|
| Return on Equity |
31.0%
|
35.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
1.77%
|
| 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 …
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Accumulation Zones
| Metric |
ANET |
GOOG |
| Zone Low |
$237.02 |
$243.25 |
| Zone High |
$268.63 |
$275.69 |
| In Buy Zone? |
Yes
|
No
|