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 2026-07-20.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
MAR |
| Current Price |
$169.86 |
$366.24 |
| Fair Value Estimate |
$207.23 |
$353.64 |
| Upside to Fair Value |
+22.0%
|
-3.4%
|
| Market Cap |
$213.9B |
$96.6B |
| Forward P/E |
56.5x
|
—
|
| EV / EBITDA |
44.7x
|
23.8x
|
| Price / Sales |
21.7x
|
3.7x
|
| Price / FCF |
39.9x
|
31.6x
|
| Revenue Growth YoY |
+35.1%
|
+6.2%
|
| Gross Margin |
63.5%
|
21.4%
|
| Operating Margin |
42.8%
|
16.0%
|
| Return on Equity |
30.6%
|
-74.1%
|
| Dividend Yield |
0% |
0.75% |
| FCF Yield |
2.51%
|
3.17%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Accumulation Zones
| Metric |
ANET |
MAR |
| Zone Low |
$155.42 |
$265.23 |
| Zone High |
$176.15 |
$300.59 |
| In Buy Zone? |
Yes
|
No
|