ANET vs INTC: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Intel Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Intel Corp. · Technology
$107.76
-5.2% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
INTC |
| Current Price |
$169.86 |
$107.76 |
| Fair Value Estimate |
$207.23 |
$102.16 |
| Upside to Fair Value |
+22.0%
|
-5.2%
|
| Market Cap |
$213.9B |
$541.6B |
| Forward P/E |
56.5x
|
-173.8x
|
| EV / EBITDA |
44.7x
|
49.9x
|
| Price / Sales |
21.7x
|
10.1x
|
| Price / FCF |
39.9x
|
-173.7x
|
| Revenue Growth YoY |
+35.1%
|
+7.2%
|
| Gross Margin |
63.5%
|
35.4%
|
| Operating Margin |
42.8%
|
-9.4%
|
| Return on Equity |
30.6%
|
-3.0%
|
| 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…
Intel Corporation is a leading semiconductor company operating in the technology sector, specializing in designing and manufacturing microprocessors and related technologies. The business quality is currently low due to negative earnings growth of 354.1% in the most recent quarter and negative profitability metrics including a net margin of -5.9% and an operating margin of -9.4%. Despite a revenu…
Accumulation Zones
| Metric |
ANET |
INTC |
| Zone Low |
$155.42 |
$76.62 |
| Zone High |
$176.15 |
$86.84 |
| In Buy Zone? |
Yes
|
No
|