ANET vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Marvell Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Marvell Technology, Inc. · Technology
$258.95
-11.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+15.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MRVL |
| Current Price |
$203.47 |
$258.95 |
| Fair Value Estimate |
$234.80 |
$229.46 |
| Upside to Fair Value |
+15.4%
|
-11.4%
|
| Market Cap |
$256.2B |
$226.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
48.0x
|
| Price / Sales |
24.3x
|
24.0x
|
| Price / FCF |
49.7x
|
134.3x
|
| Revenue Growth YoY |
+37.7%
|
+36.5%
|
| Gross Margin |
63.0%
|
51.4%
|
| Operating Margin |
43.1%
|
16.7%
|
| Return on Equity |
30.8%
|
16.2%
|
| Dividend Yield |
0% |
0.09% |
| FCF Yield |
2.01%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Marvell Technology is a data infrastructure semiconductor specialist that designs custom AI accelerators, electro-optics DSPs, ethernet switching, storage controllers and interconnect silicon for hyperscale data centers, communications and carrier markets, employing roughly 7,480 people under CEO Matthew J. Murphy. Business quality is genuinely high on the demand side: revenue grew 36.5% year ove…
Accumulation Zones
| Metric |
ANET |
MRVL |
| Zone Low |
$176.10 |
$172.09 |
| Zone High |
$199.58 |
$195.04 |
| In Buy Zone? |
No
|
No
|