ANET vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+82.8% upside to fair value
Grade C
High Quality
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
NFLX trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
NFLX |
| Current Price |
$172.62 |
$91.02 |
| Fair Value Estimate |
$315.55 |
$178.10 |
| Upside to Fair Value |
+82.8%
|
+95.7%
|
| Market Cap |
$217.4B |
$383.3B |
| Forward P/E |
61.8x
|
28.7x
|
| EV / EBITDA |
54.8x
|
11.4x
|
| Price / Sales |
24.1x
|
8.2x
|
| Price / FCF |
51.1x
|
32.2x
|
| Revenue Growth YoY |
+28.9%
|
+16.2%
|
| Gross Margin |
64.1%
|
49.0%
|
| Operating Margin |
42.8%
|
29.7%
|
| Return on Equity |
31.0%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
| Metric |
ANET |
NFLX |
| Zone Low |
$236.66 |
$133.57 |
| Zone High |
$268.22 |
$151.38 |
| In Buy Zone? |
Yes
|
Yes
|