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 2026-09-25.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Intuit Inc. · Technology
$277.13
+25.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
INTU has more upside to fair value
(+25.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
INTU |
| Current Price |
$203.47 |
$277.13 |
| Fair Value Estimate |
$234.80 |
$347.25 |
| Upside to Fair Value |
+15.4%
|
+25.3%
|
| Market Cap |
$256.2B |
$75.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
11.0x
|
| Price / Sales |
24.3x
|
3.5x
|
| Price / FCF |
49.7x
|
8.8x
|
| Revenue Growth YoY |
+37.7%
|
+13.7%
|
| Gross Margin |
63.0%
|
80.9%
|
| Operating Margin |
43.1%
|
28.8%
|
| Return on Equity |
30.8%
|
23.4%
|
| Dividend Yield |
0% |
1.73% |
| FCF Yield |
2.01%
|
11.43%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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…
Intuit is a financial management software platform serving small and mid-market businesses through QuickBooks, consumers through TurboTax, and consumers through Credit Karma, with a professional tax segment in Lacerte, ProSeries and ProConnect. The business quality is high on fundamentals: TTM gross margin of 80.9%, TTM operating margin of 28.8%, TTM net margin of 21.3%, ROE of 23.4%, and free ca…
Accumulation Zones
| Metric |
ANET |
INTU |
| Zone Low |
$176.10 |
$260.44 |
| Zone High |
$199.58 |
$295.16 |
| In Buy Zone? |
No
|
Yes
|