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 2026-07-16.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Netflix, Inc. · Communication Services
$73.68
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+45.0%).
NFLX trades at a lower forward P/E
(23.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
NFLX |
| Current Price |
$169.86 |
$73.68 |
| Fair Value Estimate |
$207.23 |
$106.84 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$310.2B |
| Forward P/E |
56.5x
|
23.3x
|
| EV / EBITDA |
44.7x
|
9.2x
|
| Price / Sales |
21.7x
|
6.6x
|
| Price / FCF |
39.9x
|
26.1x
|
| Revenue Growth YoY |
+35.1%
|
+16.2%
|
| Gross Margin |
63.5%
|
49.0%
|
| Operating Margin |
42.8%
|
29.7%
|
| Return on Equity |
30.6%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
3.83%
|
| 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…
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
Accumulation Zones
| Metric |
ANET |
NFLX |
| Zone Low |
$155.42 |
$80.13 |
| Zone High |
$176.15 |
$90.81 |
| In Buy Zone? |
Yes
|
Yes
|