ANET vs HD: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and The Home Depot, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-13.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
QuantHub Verdict
HD has more upside to fair value
(+34.6%).
HD trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
HD |
| Current Price |
$169.86 |
$343.30 |
| Fair Value Estimate |
$207.23 |
$462.14 |
| Upside to Fair Value |
+22.0%
|
+34.6%
|
| Market Cap |
$213.9B |
$342.3B |
| Forward P/E |
56.5x
|
24.3x
|
| EV / EBITDA |
44.7x
|
16.5x
|
| Price / Sales |
21.7x
|
2.0x
|
| Price / FCF |
39.9x
|
23.9x
|
| Revenue Growth YoY |
+35.1%
|
+4.8%
|
| Gross Margin |
63.5%
|
33.1%
|
| Operating Margin |
42.8%
|
12.4%
|
| Return on Equity |
30.6%
|
113.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
4.18%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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 Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
Accumulation Zones
| Metric |
ANET |
HD |
| Zone Low |
$155.42 |
$346.61 |
| Zone High |
$176.15 |
$392.82 |
| In Buy Zone? |
Yes
|
Yes
|