ANET vs PG: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and The Procter & Gamble Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+82.8% upside to fair value
Grade C
High Quality
VS
The Procter & Gamble Company · Consumer Defensive
$143.45
+13.8% upside to fair value
Grade B
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
PG trades at a lower forward P/E
(20.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
PG |
| Current Price |
$172.62 |
$143.45 |
| Fair Value Estimate |
$315.55 |
$163.27 |
| Upside to Fair Value |
+82.8%
|
+13.8%
|
| Market Cap |
$217.4B |
$334.0B |
| Forward P/E |
61.8x
|
20.8x
|
| EV / EBITDA |
54.8x
|
15.4x
|
| Price / Sales |
24.1x
|
3.9x
|
| Price / FCF |
51.1x
|
22.2x
|
| Revenue Growth YoY |
+28.9%
|
+7.4%
|
| Gross Margin |
64.1%
|
50.3%
|
| Operating Margin |
42.8%
|
23.2%
|
| Return on Equity |
31.0%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
4.5%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
The Procter & Gamble Company is a leading consumer defensive firm specializing in household and personal products with a diversified portfolio across fabric and home care, baby and family care, beauty, health care, and grooming segments. The business quality is high, supported by durable brands, strong margins with a 50.3% gross margin and 19.2% net margin, and consistent earnings growth evidence…
Accumulation Zones
| Metric |
ANET |
PG |
| Zone Low |
$236.66 |
$122.45 |
| Zone High |
$268.22 |
$138.78 |
| In Buy Zone? |
Yes
|
No
|