ANET vs RTX: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and RTX Corporation — 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
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+23.8%).
RTX trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
RTX |
| Current Price |
$169.67 |
$185.60 |
| Fair Value Estimate |
$210.04 |
$138.81 |
| Upside to Fair Value |
+23.8%
|
-25.2%
|
| Market Cap |
$213.6B |
$249.9B |
| Forward P/E |
57.3x
|
34.3x
|
| EV / EBITDA |
45.4x
|
18.3x
|
| Price / Sales |
22.0x
|
2.8x
|
| Price / FCF |
40.5x
|
29.9x
|
| Revenue Growth YoY |
+35.1%
|
+8.7%
|
| Gross Margin |
63.5%
|
20.2%
|
| Operating Margin |
42.8%
|
10.9%
|
| Return on Equity |
30.6%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.47%
|
3.34%
|
| 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…
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
| Metric |
ANET |
RTX |
| Zone Low |
$157.53 |
$104.11 |
| Zone High |
$178.53 |
$117.99 |
| In Buy Zone? |
Yes
|
No
|