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 2026-05-07.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
ANET trades at a lower forward P/E
(61.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
PLTR |
| Current Price |
$172.62 |
$133.79 |
| Fair Value Estimate |
$193.98 |
$78.04 |
| Upside to Fair Value |
+12.4%
|
-41.7%
|
| Market Cap |
$217.4B |
$306.6B |
| Forward P/E |
61.8x
|
140.4x
|
| EV / EBITDA |
54.8x
|
151.4x
|
| Price / Sales |
24.1x
|
58.7x
|
| Price / FCF |
51.1x
|
114.0x
|
| Revenue Growth YoY |
+28.9%
|
+84.7%
|
| Gross Margin |
64.1%
|
84.1%
|
| Operating Margin |
42.8%
|
38.1%
|
| Return on Equity |
31.0%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
0.88%
|
| 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…
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
| Metric |
ANET |
PLTR |
| Zone Low |
$145.48 |
$58.53 |
| Zone High |
$164.88 |
$66.33 |
| In Buy Zone? |
No
|
No
|