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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
LLY |
| Current Price |
$172.86 |
$939.47 |
| Fair Value Estimate |
$316.03 |
$1,607.00 |
| Upside to Fair Value |
+82.8%
|
+71.1%
|
| Market Cap |
$217.7B |
$887.6B |
| Forward P/E |
61.9x
|
27.4x
|
| EV / EBITDA |
54.9x
|
35.8x
|
| Price / Sales |
24.2x
|
14.8x
|
| Price / FCF |
51.2x
|
107.6x
|
| Revenue Growth YoY |
+28.9%
|
+44.7%
|
| Gross Margin |
64.1%
|
83.8%
|
| Operating Margin |
42.8%
|
45.6%
|
| Return on Equity |
31.0%
|
77.8%
|
| Dividend Yield |
0% |
0.56% |
| FCF Yield |
1.95%
|
0.93%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of high-speed data center networking hardware and software, specializing in Ethernet switches and cloud networking solutions. The company benefits from strong revenue growth driven by AI and hyperscale cloud demand, with 28.9% revenue growth and 19.3% earnings growth in the most recent quarter. High margins, including a 64.1% gross margin and 42.8% operating …
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Accumulation Zones
| Metric |
ANET |
LLY |
| Zone Low |
$237.02 |
$1,205.00 |
| Zone High |
$268.63 |
$1,366.00 |
| In Buy Zone? |
Yes
|
Yes
|