ANET vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
NVDA |
| Current Price |
$203.47 |
$225.07 |
| Fair Value Estimate |
$234.80 |
$326.35 |
| Upside to Fair Value |
+15.4%
|
+45.0%
|
| Market Cap |
$256.2B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
23.4x
|
| Price / Sales |
24.3x
|
18.0x
|
| Price / FCF |
49.7x
|
42.9x
|
| Revenue Growth YoY |
+37.7%
|
+105.9%
|
| Gross Margin |
63.0%
|
74.7%
|
| Operating Margin |
43.1%
|
65.2%
|
| Return on Equity |
30.8%
|
110.1%
|
| Dividend Yield |
0% |
0.23% |
| FCF Yield |
2.01%
|
2.33%
|
| 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…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
ANET |
NVDA |
| Zone Low |
$176.10 |
$244.76 |
| Zone High |
$199.58 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|