ANET vs INTU: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Intuit 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
Intuit Inc. · Technology
$396.57
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
INTU has more upside to fair value
(+45.0%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
INTU |
| Current Price |
$172.62 |
$396.57 |
| Fair Value Estimate |
$193.98 |
$575.03 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$110.4B |
| Forward P/E |
61.8x
|
19.5x
|
| EV / EBITDA |
54.8x
|
19.0x
|
| Price / Sales |
24.1x
|
5.9x
|
| Price / FCF |
51.1x
|
18.1x
|
| Revenue Growth YoY |
+28.9%
|
+15.6%
|
| Gross Margin |
64.1%
|
80.8%
|
| Operating Margin |
42.8%
|
26.1%
|
| Return on Equity |
31.0%
|
19.6%
|
| Dividend Yield |
0% |
1.17% |
| FCF Yield |
1.96%
|
5.51%
|
| 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…
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
| Metric |
ANET |
INTU |
| Zone Low |
$145.48 |
$431.27 |
| Zone High |
$164.88 |
$488.78 |
| In Buy Zone? |
No
|
Yes
|