ANET vs MU: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Micron 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
Micron Technology, Inc. · Technology
$1,080.53
+4.1% 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.
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Valuation & Fundamentals
| Metric |
ANET |
MU |
| Current Price |
$203.47 |
$1,080.53 |
| Fair Value Estimate |
$234.80 |
$1,124.98 |
| Upside to Fair Value |
+15.4%
|
+4.1%
|
| Market Cap |
$256.2B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
17.6x
|
| Price / Sales |
24.3x
|
13.5x
|
| Price / FCF |
49.7x
|
46.6x
|
| Revenue Growth YoY |
+37.7%
|
+345.7%
|
| Gross Margin |
63.0%
|
72.6%
|
| Operating Margin |
43.1%
|
65.7%
|
| Return on Equity |
30.8%
|
70.5%
|
| Dividend Yield |
0% |
0.05% |
| FCF Yield |
2.01%
|
2.15%
|
| 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…
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
ANET |
MU |
| Zone Low |
$176.10 |
$843.74 |
| Zone High |
$199.58 |
$956.23 |
| In Buy Zone? |
No
|
No
|