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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
JPMorgan Chase & Co. · Financial Services
$350.13
+26.9% upside to fair value
Med Conviction
Grade A-
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+26.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
JPM |
| Current Price |
$203.47 |
$350.13 |
| Fair Value Estimate |
$234.80 |
$444.48 |
| Upside to Fair Value |
+15.4%
|
+26.9%
|
| Market Cap |
$256.2B |
$938.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
20.0x
|
| Price / Sales |
24.3x
|
3.1x
|
| Price / FCF |
49.7x
|
—
|
| Revenue Growth YoY |
+37.7%
|
+17.9%
|
| Gross Margin |
63.0%
|
62.6%
|
| Operating Margin |
43.1%
|
28.2%
|
| Return on Equity |
30.8%
|
17.8%
|
| Dividend Yield |
0% |
1.71% |
| FCF Yield |
2.01%
|
—
|
| 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…
JPMorgan Chase is a diversified global bank spanning consumer banking, cards, payments, commercial banking, investment banking, markets, treasury services, and asset and wealth management, with an unusually high-quality franchise supported by funding scale, distribution, leading market positions and cross-selling across 86.6 million U.S. consumers and more than 90% of Fortune 500 companies. Busin…
Accumulation Zones
| Metric |
ANET |
JPM |
| Zone Low |
$176.10 |
$333.36 |
| Zone High |
$199.58 |
$377.81 |
| In Buy Zone? |
No
|
Yes
|