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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
The Coca-Cola Company · Consumer Defensive
$88.71
+15.5% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
KO has more upside to fair value
(+15.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
KO |
| Current Price |
$203.47 |
$88.71 |
| Fair Value Estimate |
$234.80 |
$102.44 |
| Upside to Fair Value |
+15.4%
|
+15.5%
|
| Market Cap |
$256.2B |
$381.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
20.8x
|
| Price / Sales |
24.3x
|
7.6x
|
| Price / FCF |
49.7x
|
26.7x
|
| Revenue Growth YoY |
+37.7%
|
+6.7%
|
| Gross Margin |
63.0%
|
61.9%
|
| Operating Margin |
43.1%
|
29.6%
|
| Return on Equity |
30.8%
|
43.0%
|
| Dividend Yield |
0% |
2.37% |
| FCF Yield |
2.01%
|
3.75%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
The Coca-Cola Company is a global non-alcoholic beverage concentrate, brand-management and bottling-system business with products sold in more than 200 countries and territories, supported by powerful trademarks, 2.2 billion daily servings and an entrenched distribution network. Business quality is high: TTM gross, operating and net margins are 61.9%, 29.6% and 28.6%, respectively, ROE is 43.0%, …
Accumulation Zones
| Metric |
ANET |
KO |
| Zone Low |
$176.10 |
$76.83 |
| Zone High |
$199.58 |
$87.07 |
| In Buy Zone? |
No
|
No
|