ANET vs INTC: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Intel Corporation — 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
Intel Corporation · Technology
$68.50
-13.9% upside to fair value
High Conviction
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
INTC |
| Current Price |
$172.86 |
$68.50 |
| Fair Value Estimate |
$316.03 |
$59.00 |
| Upside to Fair Value |
+82.8%
|
-13.9%
|
| Market Cap |
$217.7B |
$343.9B |
| Forward P/E |
61.9x
|
-1245.8x
|
| EV / EBITDA |
54.9x
|
—
|
| Price / Sales |
24.2x
|
6.5x
|
| Price / FCF |
51.2x
|
-69.5x
|
| Revenue Growth YoY |
+28.9%
|
+0.2%
|
| Gross Margin |
64.1%
|
34.8%
|
| Operating Margin |
42.8%
|
-4.2%
|
| Return on Equity |
31.0%
|
-0.3%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.95%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Intel is a legacy semiconductor leader attempting an ambitious turnaround under new CEO Lip-Bu Tan, pivoting from a pure-play chipmaker to an integrated device manufacturer (IDM 2.0) with foundry ambitions. The business remains structurally challenged: PC market share is eroding, foundry execution is unproven, negative free cash flow persists, and margins are compressed. However, the stock trades…
Accumulation Zones
| Metric |
ANET |
INTC |
| Zone Low |
$237.02 |
$44.00 |
| Zone High |
$268.63 |
$50.00 |
| In Buy Zone? |
Yes
|
No
|