ANET vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
NBIS |
| Current Price |
$169.86 |
$218.99 |
| Fair Value Estimate |
$207.23 |
$245.00 |
| Upside to Fair Value |
+22.0%
|
+11.9%
|
| Market Cap |
$213.9B |
$52.6B |
| Forward P/E |
56.5x
|
—
|
| EV / EBITDA |
44.7x
|
—
|
| Price / Sales |
21.7x
|
59.9x
|
| Price / FCF |
39.9x
|
—
|
| Revenue Growth YoY |
+35.1%
|
+684.0%
|
| Gross Margin |
63.5%
|
48.0%
|
| Operating Margin |
42.8%
|
-68.8%
|
| Return on Equity |
30.6%
|
—
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
-4.7%
|
| Analyst Consensus |
Strong Buy
|
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…
Nebius Group is a fast-scaling neocloud GPU infrastructure provider spun out of Yandex's international assets, positioned at the center of the AI compute buildout with a validated capital relationship to Nvidia, which holds a 9.3% stake following a $2 billion investment. Revenue grew 684% year over year in Q1 2026 to $399 million, core AI cloud ARR reached $1.92 billion, and the company has locke…
Accumulation Zones
| Metric |
ANET |
NBIS |
| Zone Low |
$155.42 |
$184.00 |
| Zone High |
$176.15 |
$208.00 |
| In Buy Zone? |
Yes
|
No
|