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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+45.5% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
NKE trades at a lower forward P/E
(27.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
NKE |
| Current Price |
$172.86 |
$42.62 |
| Fair Value Estimate |
$316.03 |
$62.00 |
| Upside to Fair Value |
+82.8%
|
+45.5%
|
| Market Cap |
$217.7B |
$63.0B |
| Forward P/E |
61.9x
|
27.9x
|
| EV / EBITDA |
54.9x
|
20.7x
|
| Price / Sales |
24.2x
|
1.4x
|
| Price / FCF |
51.2x
|
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 |
1.95%
|
5.2%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Arista Networks is a leading provider of high-speed data center networking hardware and software, specializing in Ethernet switches and cloud networking solutions. The company benefits from strong revenue growth driven by AI and hyperscale cloud demand, with 28.9% revenue growth and 19.3% earnings growth in the most recent quarter. High margins, including a 64.1% gross margin and 42.8% operating …
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 |
$237.02 |
$44.00 |
| Zone High |
$268.63 |
$50.00 |
| In Buy Zone? |
Yes
|
Yes
|