ANET vs MA: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Mastercard Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-13.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Mastercard Incorporated · Financial Services
$499.81
+5.0% upside to fair value
Grade B+
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
MA trades at a lower forward P/E
(28.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MA |
| Current Price |
$172.62 |
$499.81 |
| Fair Value Estimate |
$193.98 |
$525.00 |
| Upside to Fair Value |
+12.4%
|
+5.0%
|
| Market Cap |
$217.4B |
$441.6B |
| Forward P/E |
61.8x
|
28.6x
|
| EV / EBITDA |
54.8x
|
21.3x
|
| Price / Sales |
24.1x
|
13.0x
|
| Price / FCF |
51.1x
|
24.9x
|
| Revenue Growth YoY |
+28.9%
|
+15.8%
|
| Gross Margin |
64.1%
|
83.0%
|
| Operating Margin |
42.8%
|
59.4%
|
| Return on Equity |
31.0%
|
206.1%
|
| Dividend Yield |
0% |
0.6% |
| FCF Yield |
1.96%
|
4.01%
|
| 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…
Mastercard is one of two global payment network duopolists alongside Visa, with structurally high margins (83% gross, 59% operating, 46% net), powerful network effects, and durable secular tailwinds from the ongoing cash-to-card and card-to-digital migration. Q1 2026 results reported April 30 showed revenue of $8.40 billion (+15.8% YoY) and EPS of $4.35 (+20.8% YoY), driven by continued cross-bor…
Accumulation Zones
| Metric |
ANET |
MA |
| Zone Low |
$145.48 |
$393.75 |
| Zone High |
$164.88 |
$446.25 |
| In Buy Zone? |
No
|
No
|