ANET vs MCD: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
McDonald's Corporation · Consumer Cyclical
$275.75
+18.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
MCD has more upside to fair value
(+18.8%).
MCD trades at a lower forward P/E
(22.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MCD |
| Current Price |
$172.62 |
$275.75 |
| Fair Value Estimate |
$193.98 |
$327.62 |
| Upside to Fair Value |
+12.4%
|
+18.8%
|
| Market Cap |
$217.4B |
$196.0B |
| Forward P/E |
61.8x
|
22.6x
|
| EV / EBITDA |
54.8x
|
16.7x
|
| Price / Sales |
24.1x
|
7.1x
|
| Price / FCF |
51.1x
|
27.9x
|
| Revenue Growth YoY |
+28.9%
|
+9.4%
|
| Gross Margin |
64.1%
|
57.4%
|
| Operating Margin |
42.8%
|
46.0%
|
| Return on Equity |
31.0%
|
-434.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.59%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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…
McDonald's Corporation operates a global quick-service restaurant business with a strong competitive moat driven by brand recognition, extensive franchising, and digital innovation. The company reported $26.9 billion in revenue for fiscal 2025, growing 4% year-over-year, with significant contributions from its International Operated Markets segment growing nearly 8%. Despite a high valuation regi…
Accumulation Zones
| Metric |
ANET |
MCD |
| Zone Low |
$145.48 |
$245.72 |
| Zone High |
$164.88 |
$278.48 |
| In Buy Zone? |
No
|
Yes
|