ANET vs GS: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and The Goldman Sachs Group, 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
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
GS |
| Current Price |
$172.86 |
$907.80 |
| Fair Value Estimate |
$316.03 |
$880.00 |
| Upside to Fair Value |
+82.8%
|
-3.1%
|
| Market Cap |
$217.7B |
$269.4B |
| Forward P/E |
61.9x
|
15.6x
|
| EV / EBITDA |
54.9x
|
29.7x
|
| Price / Sales |
24.2x
|
2.1x
|
| Price / FCF |
51.2x
|
—
|
| Revenue Growth YoY |
+28.9%
|
+9.0%
|
| Gross Margin |
64.1%
|
47.5%
|
| Operating Margin |
42.8%
|
17.5%
|
| Return on Equity |
31.0%
|
13.8%
|
| Dividend Yield |
0% |
1.71% |
| FCF Yield |
1.95%
|
—
|
| Analyst Consensus |
Strong Buy
|
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 …
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
Accumulation Zones
| Metric |
ANET |
GS |
| Zone Low |
$237.02 |
$600.00 |
| Zone High |
$268.63 |
$680.00 |
| In Buy Zone? |
Yes
|
No
|