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 2026-09-25.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Intel Corp. · Technology
$127.39
-8.4% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+15.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
INTC |
| Current Price |
$203.47 |
$127.39 |
| Fair Value Estimate |
$234.80 |
$116.75 |
| Upside to Fair Value |
+15.4%
|
-8.4%
|
| Market Cap |
$256.2B |
$642.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
185.2x
|
| Price / Sales |
24.3x
|
11.3x
|
| Price / FCF |
49.7x
|
229.7x
|
| Revenue Growth YoY |
+37.7%
|
+25.4%
|
| Gross Margin |
63.0%
|
38.9%
|
| Operating Margin |
43.1%
|
0.1%
|
| Return on Equity |
30.8%
|
-10.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.01%
|
0.44%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Arista Networks designs and sells high-performance Ethernet switching and routing hardware plus its extensible EOS network operating system, and it sits directly in the path of the AI data-center build-out where networking, not compute, is increasingly the bottleneck. The business quality is genuinely high: TTM gross margin of 63.0%, TTM operating margin of 43.1%, TTM net margin of 38.4%, and ROE…
Intel designs and manufactures CPUs, GPUs, networking silicon, and edge and data-center products across its Client Computing, Data Center and AI, and Intel Foundry segments, employing roughly 85,100 people under CEO Lip-Bu Tan. The business quality is currently low: TTM gross margin is 38.9%, TTM operating margin is 0.1%, TTM net margin is -19.8%, and ROE is -10.8%, so the company is not earning …
Accumulation Zones
| Metric |
ANET |
INTC |
| Zone Low |
$176.10 |
$87.56 |
| Zone High |
$199.58 |
$99.24 |
| In Buy Zone? |
No
|
No
|