ANET vs LLY: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+17.6%).
LLY trades at a lower forward P/E
(33.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
LLY |
| Current Price |
$172.62 |
$934.34 |
| Fair Value Estimate |
$193.98 |
$1,098.43 |
| Upside to Fair Value |
+12.4%
|
+17.6%
|
| Market Cap |
$217.4B |
$882.8B |
| Forward P/E |
61.8x
|
33.1x
|
| EV / EBITDA |
54.8x
|
27.9x
|
| Price / Sales |
24.1x
|
12.2x
|
| Price / FCF |
51.1x
|
65.0x
|
| Revenue Growth YoY |
+28.9%
|
+55.5%
|
| Gross Margin |
64.1%
|
82.7%
|
| Operating Margin |
42.8%
|
46.3%
|
| Return on Equity |
31.0%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
1.54%
|
| 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…
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Accumulation Zones
| Metric |
ANET |
LLY |
| Zone Low |
$145.48 |
$823.82 |
| Zone High |
$164.88 |
$933.67 |
| In Buy Zone? |
No
|
No
|