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 2026-07-16.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Intuit Inc. · Technology
$279.70
+45.0% upside to fair value
Grade A
High Quality
QuantHub Verdict
INTU has more upside to fair value
(+45.0%).
INTU trades at a lower forward P/E
(16.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
INTU |
| Current Price |
$169.86 |
$279.70 |
| Fair Value Estimate |
$207.23 |
$405.56 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$76.5B |
| Forward P/E |
56.5x
|
16.9x
|
| EV / EBITDA |
44.7x
|
11.2x
|
| Price / Sales |
21.7x
|
3.7x
|
| Price / FCF |
39.9x
|
9.9x
|
| Revenue Growth YoY |
+35.1%
|
+10.4%
|
| Gross Margin |
63.5%
|
81.0%
|
| Operating Margin |
42.8%
|
27.5%
|
| Return on Equity |
30.6%
|
23.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
10.08%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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…
Intuit Inc. is a leading technology company specializing in software applications for financial management, including popular products like TurboTax and QuickBooks. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, high gross margins of 81%, and a robust return on equity of 23.3%. Despite a moderate revenue growth of 10.4% and ea…
Accumulation Zones
| Metric |
ANET |
INTU |
| Zone Low |
$155.42 |
$304.17 |
| Zone High |
$176.15 |
$344.73 |
| In Buy Zone? |
Yes
|
Yes
|