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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+82.8% upside to fair value
Grade C
High Quality
VS
RTX Corporation · Industrials
$172.90
-21.3% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
RTX trades at a lower forward P/E
(32.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
RTX |
| Current Price |
$172.62 |
$172.90 |
| Fair Value Estimate |
$315.55 |
$136.05 |
| Upside to Fair Value |
+82.8%
|
-21.3%
|
| Market Cap |
$217.4B |
$232.8B |
| Forward P/E |
61.8x
|
32.1x
|
| EV / EBITDA |
54.8x
|
19.2x
|
| Price / Sales |
24.1x
|
2.6x
|
| Price / FCF |
51.1x
|
27.9x
|
| Revenue Growth YoY |
+28.9%
|
+8.7%
|
| Gross Margin |
64.1%
|
20.2%
|
| Operating Margin |
42.8%
|
10.4%
|
| Return on Equity |
31.0%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.59%
|
| 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…
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
Accumulation Zones
| Metric |
ANET |
RTX |
| Zone Low |
$236.66 |
$102.04 |
| Zone High |
$268.22 |
$115.64 |
| In Buy Zone? |
Yes
|
No
|