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 2026-05-07.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
MAR trades at a lower forward P/E
(37.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MAR |
| Current Price |
$172.62 |
$359.06 |
| Fair Value Estimate |
$193.98 |
$197.48 |
| Upside to Fair Value |
+12.4%
|
-45.0%
|
| Market Cap |
$217.4B |
$95.2B |
| Forward P/E |
61.8x
|
37.7x
|
| EV / EBITDA |
54.8x
|
29.5x
|
| Price / Sales |
24.1x
|
4.4x
|
| Price / FCF |
51.1x
|
29.3x
|
| Revenue Growth YoY |
+28.9%
|
-71.1%
|
| Gross Margin |
64.1%
|
6.0%
|
| Operating Margin |
42.8%
|
19.6%
|
| Return on Equity |
31.0%
|
-78.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.41%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Marriott International operates a global fee-driven, asset-light hotel business with a portfolio of over 30 brands and a strong competitive position in the travel lodging industry. The company benefits from a durable competitive moat supported by its brand strength, extensive network, and recurring franchise and management fees. However, recent financials show significant headwinds with a 71.1% y…
Accumulation Zones
| Metric |
ANET |
MAR |
| Zone Low |
$145.48 |
$148.11 |
| Zone High |
$164.88 |
$167.86 |
| In Buy Zone? |
No
|
No
|