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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Micron Technology, Inc. · Technology
$455.07
-21.6% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MU |
| Current Price |
$172.86 |
$455.07 |
| Fair Value Estimate |
$316.03 |
$356.91 |
| Upside to Fair Value |
+82.8%
|
-21.6%
|
| Market Cap |
$217.7B |
$513.2B |
| Forward P/E |
61.9x
|
21.2x
|
| EV / EBITDA |
54.9x
|
13.8x
|
| Price / Sales |
24.2x
|
8.8x
|
| Price / FCF |
51.2x
|
49.9x
|
| Revenue Growth YoY |
+28.9%
|
+196.3%
|
| Gross Margin |
64.1%
|
58.4%
|
| Operating Margin |
42.8%
|
48.5%
|
| Return on Equity |
31.0%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
2.0%
|
| 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 …
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
| Metric |
ANET |
MU |
| Zone Low |
$237.02 |
$267.68 |
| Zone High |
$268.63 |
$303.37 |
| In Buy Zone? |
Yes
|
No
|