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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
MRVL trades at a lower forward P/E
(42.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MRVL |
| Current Price |
$172.86 |
$133.37 |
| Fair Value Estimate |
$316.03 |
$167.00 |
| Upside to Fair Value |
+82.8%
|
+25.2%
|
| Market Cap |
$217.7B |
$116.6B |
| Forward P/E |
61.9x
|
42.4x
|
| EV / EBITDA |
54.9x
|
—
|
| Price / Sales |
24.2x
|
14.2x
|
| Price / FCF |
51.2x
|
83.7x
|
| Revenue Growth YoY |
+28.9%
|
+7.0%
|
| Gross Margin |
64.1%
|
50.1%
|
| Operating Margin |
42.8%
|
16.3%
|
| Return on Equity |
31.0%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.95%
|
1.2%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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 …
Marvell Technology designs semiconductors for data infrastructure, including storage, networking, connectivity for AI, cloud, 5G, and automotive; the business excels with a dominant Data Center segment driving 42% FY2026 revenue growth to $8.2B amid AI demand, strong leadership under long-tenured CEO Matt Murphy, and robust 50% gross margins, though offset by earnings decline and non-Data Center …
Accumulation Zones
| Metric |
ANET |
MRVL |
| Zone Low |
$237.02 |
$125.00 |
| Zone High |
$268.63 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|