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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
NFLX |
| Current Price |
$203.47 |
$76.41 |
| Fair Value Estimate |
$234.80 |
$110.00 |
| Upside to Fair Value |
+15.4%
|
+44.0%
|
| Market Cap |
$256.2B |
$318.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
10.6x
|
| Price / Sales |
24.3x
|
6.6x
|
| Price / FCF |
49.7x
|
29.1x
|
| Revenue Growth YoY |
+37.7%
|
+13.4%
|
| Gross Margin |
63.0%
|
49.1%
|
| Operating Margin |
43.1%
|
29.7%
|
| Return on Equity |
30.8%
|
48.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.01%
|
3.44%
|
| 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…
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
Accumulation Zones
| Metric |
ANET |
NFLX |
| Zone Low |
$176.10 |
$82.50 |
| Zone High |
$199.58 |
$93.50 |
| In Buy Zone? |
No
|
Yes
|