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 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ANET has more upside to fair value
(+15.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
NKE |
| Current Price |
$203.47 |
$35.78 |
| Fair Value Estimate |
$234.80 |
$39.33 |
| Upside to Fair Value |
+15.4%
|
+9.9%
|
| Market Cap |
$256.2B |
$53.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
12.0x
|
| Price / Sales |
24.3x
|
1.1x
|
| Price / FCF |
49.7x
|
24.3x
|
| Revenue Growth YoY |
+37.7%
|
-1.1%
|
| Gross Margin |
63.0%
|
42.9%
|
| Operating Margin |
43.1%
|
8.2%
|
| Return on Equity |
30.8%
|
22.0%
|
| Dividend Yield |
0% |
4.58% |
| FCF Yield |
2.01%
|
4.12%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
Accumulation Zones
| Metric |
ANET |
NKE |
| Zone Low |
$176.10 |
$29.50 |
| Zone High |
$199.58 |
$33.43 |
| In Buy Zone? |
No
|
No
|