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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-13.8% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
MAR trades at a lower forward P/E
(39.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MAR |
| Current Price |
$172.86 |
$377.93 |
| Fair Value Estimate |
$316.03 |
$325.87 |
| Upside to Fair Value |
+82.8%
|
-13.8%
|
| Market Cap |
$217.7B |
$100.2B |
| Forward P/E |
61.9x
|
39.0x
|
| EV / EBITDA |
54.9x
|
25.3x
|
| Price / Sales |
24.2x
|
3.8x
|
| Price / FCF |
51.2x
|
34.6x
|
| Revenue Growth YoY |
+28.9%
|
+4.1%
|
| Gross Margin |
64.1%
|
21.3%
|
| Operating Margin |
42.8%
|
15.8%
|
| Return on Equity |
31.0%
|
-79.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
2.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Marriott International, Inc. operates as the world's largest hospitality company with approximately 9,000 to 9,700 properties across 141 to 143 countries and territories, managing over 30 brands and the largest loyalty program with 203 to 248 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and a growing asset-light credit card royalty busines…
Accumulation Zones
| Metric |
ANET |
MAR |
| Zone Low |
$237.02 |
$244.40 |
| Zone High |
$268.63 |
$276.99 |
| In Buy Zone? |
Yes
|
No
|