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 2026-06-20.
Arista Networks, Inc. · Technology
$169.67
+23.8% upside to fair value
Grade B
High Quality
VS
The Procter & Gamble Company · Consumer Defensive
$150.38
+10.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+23.8%).
PG trades at a lower forward P/E
(21.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
PG |
| Current Price |
$169.67 |
$150.38 |
| Fair Value Estimate |
$210.04 |
$165.39 |
| Upside to Fair Value |
+23.8%
|
+10.0%
|
| Market Cap |
$213.6B |
$350.2B |
| Forward P/E |
57.3x
|
21.5x
|
| EV / EBITDA |
45.4x
|
15.1x
|
| Price / Sales |
22.0x
|
4.0x
|
| Price / FCF |
40.5x
|
23.3x
|
| Revenue Growth YoY |
+35.1%
|
+7.4%
|
| Gross Margin |
63.5%
|
50.3%
|
| Operating Margin |
42.8%
|
23.2%
|
| Return on Equity |
30.6%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.47%
|
4.29%
|
| Analyst Consensus |
Strong Buy
|
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 software-centric operating model and strong relationships with hyperscale and enterprise customers. The company exhibits high business quality with a 30.6% return on equity, strong profitability margins including a 63.5% gross margin and 42.8% operating margin, and r…
The Procter & Gamble Company is a leading global consumer defensive company specializing in household and personal products with a strong portfolio across fabric care, baby and family care, beauty, health care, and grooming. The business quality is high, supported by a durable competitive moat from strong brands, consistent earnings growth, and prudent capital allocation emphasizing dividends and…
Accumulation Zones
| Metric |
ANET |
PG |
| Zone Low |
$157.53 |
$124.04 |
| Zone High |
$178.53 |
$140.58 |
| In Buy Zone? |
Yes
|
No
|