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 2026-07-13.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Alphabet Inc. · Communication Services
$355.03
-17.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
GOOG trades at a lower forward P/E
(27.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
GOOG |
| Current Price |
$169.86 |
$355.03 |
| Fair Value Estimate |
$207.23 |
$294.10 |
| Upside to Fair Value |
+22.0%
|
-17.2%
|
| Market Cap |
$213.9B |
$4,320.1B |
| Forward P/E |
56.5x
|
27.0x
|
| EV / EBITDA |
44.7x
|
20.0x
|
| Price / Sales |
21.7x
|
10.2x
|
| Price / FCF |
39.9x
|
67.0x
|
| Revenue Growth YoY |
+35.1%
|
+21.8%
|
| Gross Margin |
63.5%
|
60.4%
|
| Operating Margin |
42.8%
|
32.7%
|
| Return on Equity |
30.6%
|
39.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
1.49%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
Accumulation Zones
| Metric |
ANET |
GOOG |
| Zone Low |
$155.42 |
$220.58 |
| Zone High |
$176.15 |
$249.99 |
| In Buy Zone? |
Yes
|
No
|