ANET vs NKE: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+38.4% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
NKE has more upside to fair value
(+38.4%).
NKE trades at a lower forward P/E
(27.9x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
NKE |
| Current Price |
$172.62 |
$42.62 |
| Fair Value Estimate |
$193.98 |
$58.98 |
| Upside to Fair Value |
+12.4%
|
+38.4%
|
| Market Cap |
$217.4B |
$63.0B |
| Forward P/E |
61.8x
|
27.9x
|
| EV / EBITDA |
54.8x
|
20.7x
|
| Price / Sales |
24.1x
|
1.4x
|
| Price / FCF |
51.1x
|
19.4x
|
| Revenue Growth YoY |
+28.9%
|
-9.8%
|
| Gross Margin |
64.1%
|
42.7%
|
| Operating Margin |
42.8%
|
8.0%
|
| Return on Equity |
31.0%
|
24.4%
|
| Dividend Yield |
0% |
3.8% |
| FCF Yield |
1.96%
|
5.2%
|
| Analyst Consensus |
Strong Buy
|
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…
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
| Metric |
ANET |
NKE |
| Zone Low |
$145.48 |
$44.23 |
| Zone High |
$164.88 |
$50.13 |
| In Buy Zone? |
No
|
Yes
|