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 2026-07-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$41.05
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NKE has more upside to fair value
(+45.0%).
NKE trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
NKE |
| Current Price |
$169.86 |
$41.05 |
| Fair Value Estimate |
$207.23 |
$59.52 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$60.7B |
| Forward P/E |
56.5x
|
19.6x
|
| EV / EBITDA |
44.7x
|
14.2x
|
| Price / Sales |
21.7x
|
1.3x
|
| Price / FCF |
39.9x
|
57.9x
|
| Revenue Growth YoY |
+35.1%
|
-1.1%
|
| Gross Margin |
63.5%
|
42.9%
|
| Operating Margin |
42.8%
|
8.2%
|
| Return on Equity |
30.6%
|
22.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
1.73%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
NIKE, Inc. is a leading global athletic footwear and apparel company with a durable competitive moat supported by its strong brand, scale, and global distribution infrastructure. The company is currently led by CEO Elliott Hill, a seasoned Nike veteran who returned in October 2024 to navigate intensifying competition and channel complexity. Despite its market leadership and solid profitability me…
Accumulation Zones
| Metric |
ANET |
NKE |
| Zone Low |
$155.42 |
$44.64 |
| Zone High |
$176.15 |
$50.59 |
| In Buy Zone? |
Yes
|
Yes
|