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 2026-07-14.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
GS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
GS |
| Current Price |
$169.86 |
$1,045.91 |
| Fair Value Estimate |
$207.23 |
$575.25 |
| Upside to Fair Value |
+22.0%
|
-45.0%
|
| Market Cap |
$213.9B |
$308.6B |
| Forward P/E |
56.5x
|
23.6x
|
| EV / EBITDA |
44.7x
|
15.9x
|
| Price / Sales |
21.7x
|
3.1x
|
| Price / FCF |
39.9x
|
-7.4x
|
| Revenue Growth YoY |
+35.1%
|
-35.0%
|
| Gross Margin |
63.5%
|
47.4%
|
| Operating Margin |
42.8%
|
17.8%
|
| Return on Equity |
30.6%
|
15.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Accumulation Zones
| Metric |
ANET |
GS |
| Zone Low |
$155.42 |
$431.44 |
| Zone High |
$176.15 |
$488.96 |
| In Buy Zone? |
Yes
|
No
|