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 2026-06-20.
Arista Networks, Inc. · Technology
$169.67
+23.8% upside to fair value
Grade B
High Quality
VS
The Coca-Cola Company · Consumer Defensive
$79.39
-9.9% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+23.8%).
KO trades at a lower forward P/E
(24.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
KO |
| Current Price |
$169.67 |
$79.39 |
| Fair Value Estimate |
$210.04 |
$71.54 |
| Upside to Fair Value |
+23.8%
|
-9.9%
|
| Market Cap |
$213.6B |
$341.6B |
| Forward P/E |
57.3x
|
24.9x
|
| EV / EBITDA |
45.4x
|
19.5x
|
| Price / Sales |
22.0x
|
6.9x
|
| Price / FCF |
40.5x
|
27.2x
|
| 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 |
2.47%
|
3.68%
|
| 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 software-centric operating model and strong relationships with hyperscale and enterprise customers. The company exhibits high business quality with a 30.6% return on equity, strong profitability margins including a 63.5% gross margin and 42.8% operating margin, and r…
The Coca-Cola Company is a leading global branded beverages company with a very wide moat in sparkling soft drinks and non-alcoholic ready-to-drink beverages. It benefits from strong pricing power, stable margins, and high recurring cash flow, supported by a seasoned management team with deep company tenure. Despite solid recent growth with revenue up 12.1% and earnings up 17.8% in the most recen…
Accumulation Zones
| Metric |
ANET |
KO |
| Zone Low |
$157.53 |
$53.66 |
| Zone High |
$178.53 |
$60.81 |
| In Buy Zone? |
Yes
|
No
|