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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Alphabet Inc. · Communication Services
$334.98
+15.8% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
GOOG |
| Current Price |
$203.47 |
$334.98 |
| Fair Value Estimate |
$234.80 |
$387.82 |
| Upside to Fair Value |
+15.4%
|
+15.8%
|
| Market Cap |
$256.2B |
$4,065.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
12.7x
|
| Price / Sales |
24.3x
|
9.1x
|
| Price / FCF |
49.7x
|
76.4x
|
| Revenue Growth YoY |
+37.7%
|
+24.2%
|
| Gross Margin |
63.0%
|
60.9%
|
| Operating Margin |
43.1%
|
33.1%
|
| Return on Equity |
30.8%
|
50.8%
|
| Dividend Yield |
0% |
0.26% |
| FCF Yield |
2.01%
|
1.31%
|
| 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…
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
Accumulation Zones
| Metric |
ANET |
GOOG |
| Zone Low |
$176.10 |
$290.87 |
| Zone High |
$199.58 |
$329.65 |
| In Buy Zone? |
No
|
No
|