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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+82.8% upside to fair value
Grade C
High Quality
VS
The Coca-Cola Company · Consumer Defensive
$78.19
-7.8% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
KO trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
KO |
| Current Price |
$172.62 |
$78.19 |
| Fair Value Estimate |
$315.55 |
$72.12 |
| Upside to Fair Value |
+82.8%
|
-7.8%
|
| Market Cap |
$217.4B |
$336.5B |
| Forward P/E |
61.8x
|
24.6x
|
| EV / EBITDA |
54.8x
|
19.9x
|
| Price / Sales |
24.1x
|
6.8x
|
| Price / FCF |
51.1x
|
26.8x
|
| Revenue Growth YoY |
+28.9%
|
+12.1%
|
| Gross Margin |
64.1%
|
61.7%
|
| Operating Margin |
42.8%
|
29.3%
|
| Return on Equity |
31.0%
|
43.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.73%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a diversified portfolio including sparkling soft drinks, juices, water, coffee, and energy beverages. The business quality is high due to its durable brand moat, consistent earnings growth, and strong operational efficiency, reflected in a 43.6% return on equity and 12.1% revenue growth in the mos…
Accumulation Zones
| Metric |
ANET |
KO |
| Zone Low |
$236.66 |
$54.09 |
| Zone High |
$268.22 |
$61.30 |
| In Buy Zone? |
Yes
|
No
|