ANET vs PYPL: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and PayPal Holdings, Inc. — 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
PayPal Holdings, Inc. · Financial Services
$50.39
+110.0% upside to fair value
Grade B
QuantHub Verdict
PYPL has more upside to fair value
(+110.0%).
PYPL trades at a lower forward P/E
(9.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
PYPL |
| Current Price |
$172.62 |
$50.39 |
| Fair Value Estimate |
$315.55 |
$105.84 |
| Upside to Fair Value |
+82.8%
|
+110.0%
|
| Market Cap |
$217.4B |
$45.3B |
| Forward P/E |
61.8x
|
9.0x
|
| EV / EBITDA |
54.8x
|
6.1x
|
| Price / Sales |
24.1x
|
1.4x
|
| Price / FCF |
51.1x
|
8.2x
|
| Revenue Growth YoY |
+28.9%
|
+3.7%
|
| Gross Margin |
64.1%
|
46.6%
|
| Operating Margin |
42.8%
|
18.3%
|
| Return on Equity |
31.0%
|
25.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
12.27%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
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…
PayPal Holdings, Inc. operates as a leading digital payments platform offering transaction processing and value-added financial services such as consumer credit and BNPL products. The business quality is medium due to a narrowing competitive moat amid increasing pressure from big tech competitors and slowing growth in its core branded checkout segment. The stock is currently mispriced and cheap, …
Accumulation Zones
| Metric |
ANET |
PYPL |
| Zone Low |
$236.66 |
$79.38 |
| Zone High |
$268.22 |
$89.96 |
| In Buy Zone? |
Yes
|
Yes
|