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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Intel Corporation · Technology
$82.54
-5.4% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
INTC |
| Current Price |
$172.62 |
$82.54 |
| Fair Value Estimate |
$193.98 |
$78.09 |
| Upside to Fair Value |
+12.4%
|
-5.4%
|
| Market Cap |
$217.4B |
$414.4B |
| Forward P/E |
61.8x
|
-132.2x
|
| EV / EBITDA |
54.8x
|
50.1x
|
| Price / Sales |
24.1x
|
7.7x
|
| Price / FCF |
51.1x
|
-132.9x
|
| Revenue Growth YoY |
+28.9%
|
+7.2%
|
| Gross Margin |
64.1%
|
35.4%
|
| Operating Margin |
42.8%
|
-9.4%
|
| Return on Equity |
31.0%
|
-3.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Intel Corporation is a leading semiconductor company transitioning to a foundry business model while maintaining significant revenue from client computing and data center segments. Despite a strong market position and experienced leadership, the company faces earnings pressure with a 354% decline in earnings in the most recent quarter and negative margins. The stock trades at $82.54, which is 5.4…
Accumulation Zones
| Metric |
ANET |
INTC |
| Zone Low |
$145.48 |
$58.57 |
| Zone High |
$164.88 |
$66.38 |
| In Buy Zone? |
No
|
No
|