ANET vs HON: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Honeywell International Inc. · Industrials
$213.17
-14.5% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
HON trades at a lower forward P/E
(33.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
HON |
| Current Price |
$172.62 |
$213.17 |
| Fair Value Estimate |
$193.98 |
$182.35 |
| Upside to Fair Value |
+12.4%
|
-14.5%
|
| Market Cap |
$217.4B |
$135.1B |
| Forward P/E |
61.8x
|
33.0x
|
| EV / EBITDA |
54.8x
|
23.9x
|
| Price / Sales |
24.1x
|
3.7x
|
| Price / FCF |
51.1x
|
32.4x
|
| Revenue Growth YoY |
+28.9%
|
-6.9%
|
| Gross Margin |
64.1%
|
36.9%
|
| Operating Margin |
42.8%
|
14.9%
|
| Return on Equity |
31.0%
|
23.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.09%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
Honeywell International Inc. is a diversified industrial conglomerate operating across Aerospace Technologies, Building Automation, Process Automation and Technology, and Safety and Productivity Solutions. The company benefits from a strong leadership team with deep internal experience and a history of strategic acquisitions that have expanded its portfolio into high-growth areas such as aerospac…
Accumulation Zones
| Metric |
ANET |
HON |
| Zone Low |
$145.48 |
$136.76 |
| Zone High |
$164.88 |
$155.00 |
| In Buy Zone? |
No
|
No
|