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 2026-07-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Marvell Technology, Inc. · Technology
$310.58
-18.5% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
ANET trades at a lower forward P/E
(56.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MRVL |
| Current Price |
$169.86 |
$310.58 |
| Fair Value Estimate |
$207.23 |
$253.23 |
| Upside to Fair Value |
+22.0%
|
-18.5%
|
| Market Cap |
$213.9B |
$271.7B |
| Forward P/E |
56.5x
|
105.7x
|
| EV / EBITDA |
44.7x
|
59.1x
|
| Price / Sales |
21.7x
|
31.2x
|
| Price / FCF |
39.9x
|
163.2x
|
| Revenue Growth YoY |
+35.1%
|
+27.6%
|
| Gross Margin |
63.5%
|
50.6%
|
| Operating Margin |
42.8%
|
16.2%
|
| Return on Equity |
30.6%
|
16.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
0.61%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
Marvell Technology, Inc. designs and supplies semiconductor solutions primarily focused on data infrastructure markets including cloud, AI, carrier 5G, and custom silicon. The company benefits from a narrow but widening moat driven by strong IP and hyperscaler relationships, led by an experienced CEO with a track record of transformational M&A. Despite strong revenue growth of 42% year-over-year …
Accumulation Zones
| Metric |
ANET |
MRVL |
| Zone Low |
$155.42 |
$189.92 |
| Zone High |
$176.15 |
$215.25 |
| In Buy Zone? |
Yes
|
No
|