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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
JPMorgan Chase & Co. · Financial Services
$316.99
+139.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+139.7%).
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 |
$172.86 |
$316.99 |
| Fair Value Estimate |
$316.03 |
$759.82 |
| Upside to Fair Value |
+82.8%
|
+139.7%
|
| Market Cap |
$217.7B |
$854.9B |
| Forward P/E |
61.9x
|
15.0x
|
| EV / EBITDA |
54.9x
|
21.8x
|
| Price / Sales |
24.2x
|
3.0x
|
| Price / FCF |
51.2x
|
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 |
1.95%
|
11.79%
|
| 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 …
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 |
$237.02 |
$569.87 |
| Zone High |
$268.63 |
$645.85 |
| In Buy Zone? |
Yes
|
Yes
|