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 2026-09-25.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
GOOGL |
| Current Price |
$203.47 |
$342.36 |
| Fair Value Estimate |
$234.80 |
$399.26 |
| Upside to Fair Value |
+15.4%
|
+16.6%
|
| Market Cap |
$256.2B |
$4,143.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
12.9x
|
| Price / Sales |
24.3x
|
9.3x
|
| Price / FCF |
49.7x
|
78.1x
|
| 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% |
0.25% |
| FCF Yield |
2.01%
|
1.28%
|
| 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 is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Accumulation Zones
| Metric |
ANET |
GOOGL |
| Zone Low |
$176.10 |
$299.44 |
| Zone High |
$199.58 |
$339.37 |
| In Buy Zone? |
No
|
No
|