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 2026-07-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$210.69
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
NVDA trades at a lower forward P/E
(32.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
NVDA |
| Current Price |
$169.86 |
$210.69 |
| Fair Value Estimate |
$207.23 |
$305.50 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$5,103.1B |
| Forward P/E |
56.5x
|
32.1x
|
| EV / EBITDA |
44.7x
|
26.5x
|
| Price / Sales |
21.7x
|
20.1x
|
| Price / FCF |
39.9x
|
42.9x
|
| Revenue Growth YoY |
+35.1%
|
+85.2%
|
| Gross Margin |
63.5%
|
74.1%
|
| Operating Margin |
42.8%
|
64.0%
|
| Return on Equity |
30.6%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
| Metric |
ANET |
NVDA |
| Zone Low |
$155.42 |
$229.12 |
| Zone High |
$176.15 |
$259.68 |
| In Buy Zone? |
Yes
|
Yes
|