ANET vs GOOGL: 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
$341.68
+23.3% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
GOOGL trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
GOOGL |
| Current Price |
$172.86 |
$341.68 |
| Fair Value Estimate |
$316.03 |
$421.22 |
| Upside to Fair Value |
+82.8%
|
+23.3%
|
| Market Cap |
$217.7B |
$4,133.3B |
| 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%
|
+18.1%
|
| 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 and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
Accumulation Zones
| Metric |
ANET |
GOOGL |
| Zone Low |
$237.02 |
$315.92 |
| Zone High |
$268.63 |
$358.04 |
| In Buy Zone? |
Yes
|
Yes
|