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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
NVDA |
| Current Price |
$172.86 |
$182.08 |
| Fair Value Estimate |
$316.03 |
$290.00 |
| Upside to Fair Value |
+82.8%
|
+59.3%
|
| Market Cap |
$217.7B |
$4,425.5B |
| Forward P/E |
61.9x
|
—
|
| EV / EBITDA |
54.9x
|
31.4x
|
| Price / Sales |
24.2x
|
21.0x
|
| Price / FCF |
51.2x
|
46.9x
|
| Revenue Growth YoY |
+28.9%
|
+65.5%
|
| Gross Margin |
64.1%
|
71.1%
|
| Operating Margin |
42.8%
|
60.4%
|
| Return on Equity |
31.0%
|
76.3%
|
| Dividend Yield |
0% |
0.02% |
| FCF Yield |
1.95%
|
2.13%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
ANET |
NVDA |
| Zone Low |
$237.02 |
$218.00 |
| Zone High |
$268.63 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|