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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Mastercard Incorporated · Financial Services
$521.30
+95.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
MA has more upside to fair value
(+95.4%).
MA trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
MA |
| Current Price |
$172.86 |
$521.30 |
| Fair Value Estimate |
$316.03 |
$1,018.59 |
| Upside to Fair Value |
+82.8%
|
+95.4%
|
| Market Cap |
$217.7B |
$465.2B |
| Forward P/E |
61.9x
|
31.2x
|
| EV / EBITDA |
54.9x
|
23.4x
|
| Price / Sales |
24.2x
|
14.2x
|
| Price / FCF |
51.2x
|
27.2x
|
| Revenue Growth YoY |
+28.9%
|
+17.6%
|
| Gross Margin |
64.1%
|
83.4%
|
| Operating Margin |
42.8%
|
59.2%
|
| Return on Equity |
31.0%
|
198.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
3.67%
|
| 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 …
Mastercard Incorporated operates a leading global payments network and value-added services platform, benefiting from strong secular growth in digital payments and cybersecurity. The company exhibits high business quality with a durable competitive moat supported by network effects, brand strength, and intangible assets. It has demonstrated robust earnings growth with a 21.5% increase in the most…
Accumulation Zones
| Metric |
ANET |
MA |
| Zone Low |
$237.02 |
$763.94 |
| Zone High |
$268.63 |
$865.80 |
| In Buy Zone? |
Yes
|
Yes
|