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 2026-09-25.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GS has more upside to fair value
(+25.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
GS |
| Current Price |
$203.47 |
$923.29 |
| Fair Value Estimate |
$234.80 |
$1,162.79 |
| Upside to Fair Value |
+15.4%
|
+25.9%
|
| Market Cap |
$256.2B |
$272.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
26.3x
|
| Price / Sales |
24.3x
|
2.3x
|
| Price / FCF |
49.7x
|
—
|
| Revenue Growth YoY |
+37.7%
|
+22.9%
|
| Gross Margin |
63.0%
|
57.3%
|
| Operating Margin |
43.1%
|
24.8%
|
| Return on Equity |
30.8%
|
17.0%
|
| Dividend Yield |
0% |
1.95% |
| FCF Yield |
2.01%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
Accumulation Zones
| Metric |
ANET |
GS |
| Zone Low |
$176.10 |
$872.09 |
| Zone High |
$199.58 |
$988.37 |
| In Buy Zone? |
No
|
Yes
|