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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
INTU |
| Current Price |
$172.86 |
$396.57 |
| Fair Value Estimate |
$316.03 |
$546.00 |
| Upside to Fair Value |
+82.8%
|
+37.7%
|
| Market Cap |
$217.7B |
$110.4B |
| Forward P/E |
61.9x
|
19.5x
|
| EV / EBITDA |
54.9x
|
19.0x
|
| Price / Sales |
24.2x
|
5.9x
|
| Price / FCF |
51.2x
|
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 |
1.95%
|
5.51%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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 …
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 |
$237.02 |
$410.00 |
| Zone High |
$268.63 |
$464.00 |
| In Buy Zone? |
Yes
|
Yes
|