ANET vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Palantir Technologies Inc. — 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
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
ANET trades at a lower forward P/E
(61.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
PLTR |
| Current Price |
$172.86 |
$142.76 |
| Fair Value Estimate |
$316.03 |
$108.00 |
| Upside to Fair Value |
+82.8%
|
-24.3%
|
| Market Cap |
$217.7B |
$327.1B |
| Forward P/E |
61.9x
|
209.7x
|
| EV / EBITDA |
54.9x
|
—
|
| Price / Sales |
24.2x
|
73.1x
|
| Price / FCF |
51.2x
|
155.7x
|
| Revenue Growth YoY |
+28.9%
|
+19.1%
|
| Gross Margin |
64.1%
|
82.4%
|
| Operating Margin |
42.8%
|
31.6%
|
| Return on Equity |
31.0%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.95%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
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 …
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
ANET |
PLTR |
| Zone Low |
$237.02 |
$81.00 |
| Zone High |
$268.63 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|