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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
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 |
$172.62 |
$339.40 |
| Fair Value Estimate |
$193.98 |
$318.47 |
| Upside to Fair Value |
+12.4%
|
-6.2%
|
| Market Cap |
$217.4B |
$4,105.7B |
| Forward P/E |
61.8x
|
31.2x
|
| EV / EBITDA |
54.8x
|
23.1x
|
| Price / Sales |
24.1x
|
10.3x
|
| Price / FCF |
51.1x
|
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 |
1.96%
|
1.77%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
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 |
$145.48 |
$238.85 |
| Zone High |
$164.88 |
$270.70 |
| In Buy Zone? |
No
|
No
|