ANET vs KO: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and The Coca-Cola Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
The Coca-Cola Company · Consumer Defensive
$84.92
-10.2% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
KO trades at a lower forward P/E
(26.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
KO |
| Current Price |
$169.86 |
$84.92 |
| Fair Value Estimate |
$207.23 |
$76.30 |
| Upside to Fair Value |
+22.0%
|
-10.2%
|
| Market Cap |
$213.9B |
$365.4B |
| Forward P/E |
56.5x
|
26.6x
|
| EV / EBITDA |
44.7x
|
20.7x
|
| Price / Sales |
21.7x
|
7.4x
|
| Price / FCF |
39.9x
|
29.1x
|
| Revenue Growth YoY |
+35.1%
|
+12.1%
|
| Gross Margin |
63.5%
|
61.7%
|
| Operating Margin |
42.8%
|
29.3%
|
| Return on Equity |
30.6%
|
43.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
3.44%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a durable competitive moat driven by its strong brand and extensive distribution network. The business quality is high, evidenced by a 43.6% return on equity, robust gross margin of 61.7%, and solid revenue and earnings growth of 12.1% and 17.8% respectively in the most recent quarter. Despite the…
Accumulation Zones
| Metric |
ANET |
KO |
| Zone Low |
$155.42 |
$57.22 |
| Zone High |
$176.15 |
$64.85 |
| In Buy Zone? |
Yes
|
No
|