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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Mastercard Incorporated · Financial Services
$574.42
+25.0% upside to fair value
Med Conviction
Grade A-
High Quality
QuantHub Verdict
MA has more upside to fair value
(+25.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MA |
| Current Price |
$203.47 |
$574.42 |
| Fair Value Estimate |
$234.80 |
$718.00 |
| Upside to Fair Value |
+15.4%
|
+25.0%
|
| Market Cap |
$256.2B |
$503.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
23.4x
|
| Price / Sales |
24.3x
|
14.4x
|
| Price / FCF |
49.7x
|
30.8x
|
| Revenue Growth YoY |
+37.7%
|
+14.1%
|
| Gross Margin |
63.0%
|
100%
|
| Operating Margin |
43.1%
|
59.8%
|
| Return on Equity |
30.8%
|
232.5%
|
| Dividend Yield |
0% |
0.59% |
| FCF Yield |
2.01%
|
3.25%
|
| 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…
Mastercard operates a global payments network that connects issuers, acquirers, merchants and consumers across more than 200 countries and territories, monetizing payment volumes, cross-border activity and higher-growth value-added services. Business quality is high because its two-sided network, trusted authorization-clearing-settlement infrastructure, brand, security capabilities and broad acce…
Accumulation Zones
| Metric |
ANET |
MA |
| Zone Low |
$176.10 |
$538.50 |
| Zone High |
$199.58 |
$610.30 |
| In Buy Zone? |
No
|
Yes
|