ANET vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Johnson & Johnson — 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
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
JNJ |
| Current Price |
$172.62 |
$230.69 |
| Fair Value Estimate |
$193.98 |
$255.61 |
| Upside to Fair Value |
+12.4%
|
+10.8%
|
| Market Cap |
$217.4B |
$555.9B |
| Forward P/E |
61.8x
|
26.8x
|
| EV / EBITDA |
54.8x
|
18.5x
|
| Price / Sales |
24.1x
|
5.8x
|
| Price / FCF |
51.1x
|
28.2x
|
| Revenue Growth YoY |
+28.9%
|
+9.9%
|
| Gross Margin |
64.1%
|
69.1%
|
| Operating Margin |
42.8%
|
26.9%
|
| Return on Equity |
31.0%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.54%
|
| 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…
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
| Metric |
ANET |
JNJ |
| Zone Low |
$145.48 |
$191.71 |
| Zone High |
$164.88 |
$217.27 |
| In Buy Zone? |
No
|
No
|