ANET vs MAR: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Marriott International, Inc. — 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
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MAR has more upside to fair value
(+20.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
MAR |
| Current Price |
$203.47 |
$334.97 |
| Fair Value Estimate |
$234.80 |
$403.81 |
| Upside to Fair Value |
+15.4%
|
+20.6%
|
| Market Cap |
$256.2B |
$87.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
22.2x
|
| Price / Sales |
24.3x
|
3.2x
|
| Price / FCF |
49.7x
|
28.7x
|
| Revenue Growth YoY |
+37.7%
|
+4.8%
|
| Gross Margin |
63.0%
|
20.2%
|
| Operating Margin |
43.1%
|
15.8%
|
| Return on Equity |
30.8%
|
-66.7%
|
| Dividend Yield |
0% |
0.84% |
| FCF Yield |
2.01%
|
3.48%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Marriott International is a global asset-light hotel franchisor and manager whose 10,082-property, 1.814 million-room system, 629,000-room development pipeline, broad brands, and more than 295 million Bonvoy members support durable fee-led economics. Business quality is tempered by cyclicality, competitive owner incentives, and $16.915 billion of debt, while reported ROE is negative 66.7%. In the…
Accumulation Zones
| Metric |
ANET |
MAR |
| Zone Low |
$176.10 |
$302.86 |
| Zone High |
$199.58 |
$343.24 |
| In Buy Zone? |
No
|
Yes
|