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 2026-07-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$128.47
-41.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
ANET trades at a lower forward P/E
(56.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
PLTR |
| Current Price |
$169.86 |
$128.47 |
| Fair Value Estimate |
$207.23 |
$75.23 |
| Upside to Fair Value |
+22.0%
|
-41.4%
|
| Market Cap |
$213.9B |
$295.0B |
| Forward P/E |
56.5x
|
133.8x
|
| EV / EBITDA |
44.7x
|
124.7x
|
| Price / Sales |
21.7x
|
56.5x
|
| Price / FCF |
39.9x
|
109.7x
|
| Revenue Growth YoY |
+35.1%
|
+84.7%
|
| Gross Margin |
63.5%
|
84.1%
|
| Operating Margin |
42.8%
|
38.1%
|
| Return on Equity |
30.6%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
0.91%
|
| 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 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…
Palantir Technologies Inc. is a software infrastructure company specializing in data analytics platforms primarily serving government and commercial clients. The company benefits from a durable competitive moat in government and select commercial verticals, driven by long-tenured founder leadership and high insider ownership. Palantir exhibits very strong recent growth with revenue up approximate…
Accumulation Zones
| Metric |
ANET |
PLTR |
| Zone Low |
$155.42 |
$56.42 |
| Zone High |
$176.15 |
$63.95 |
| In Buy Zone? |
Yes
|
No
|