ANET vs JPM: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and JPMorgan Chase & Co. — 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
JPMorgan Chase & Co. · Financial Services
$316.99
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+45.0%).
JPM trades at a lower forward P/E
(15.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
JPM |
| Current Price |
$172.62 |
$316.99 |
| Fair Value Estimate |
$193.98 |
$459.64 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$854.9B |
| Forward P/E |
61.8x
|
15.0x
|
| EV / EBITDA |
54.8x
|
21.8x
|
| Price / Sales |
24.1x
|
3.0x
|
| Price / FCF |
51.1x
|
8.5x
|
| Revenue Growth YoY |
+28.9%
|
+6.9%
|
| Gross Margin |
64.1%
|
60.9%
|
| Operating Margin |
42.8%
|
26.2%
|
| Return on Equity |
31.0%
|
16.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
11.79%
|
| 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…
JPMorgan Chase & Co. is a leading diversified financial services firm with a strong competitive moat driven by its scale, diversified revenue streams, and long-tenured leadership. The company operates across four main segments: Commercial & Investment Bank, Consumer & Community Banking, Asset & Wealth Management, and Corporate, generating $279.75 billion in revenue in fiscal 2025. Its durable com…
Accumulation Zones
| Metric |
ANET |
JPM |
| Zone Low |
$145.48 |
$344.73 |
| Zone High |
$164.88 |
$390.69 |
| In Buy Zone? |
No
|
Yes
|