ANET vs SBUX: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Starbucks Corporation — 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
Starbucks Corporation · Consumer Cyclical
$100.65
-6.1% upside to fair value
Grade D
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 |
SBUX |
| Current Price |
$169.86 |
$100.65 |
| Fair Value Estimate |
$207.23 |
$94.50 |
| Upside to Fair Value |
+22.0%
|
-6.1%
|
| Market Cap |
$213.9B |
$114.7B |
| Forward P/E |
56.5x
|
76.7x
|
| EV / EBITDA |
44.7x
|
25.6x
|
| Price / Sales |
21.7x
|
3.0x
|
| Price / FCF |
39.9x
|
42.1x
|
| Revenue Growth YoY |
+35.1%
|
+8.8%
|
| Gross Margin |
63.5%
|
20.4%
|
| Operating Margin |
42.8%
|
9.3%
|
| Return on Equity |
30.6%
|
-18.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
2.38%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Starbucks Corporation operates a global coffeehouse chain with a strong brand and a leading digital/mobile platform, serving approximately 90 million customers weekly through over 28,000 stores in 77 countries. The company benefits from a durable competitive moat based on its extensive store footprint, brand recognition, and digital engagement rather than proprietary products. Despite solid reven…
Accumulation Zones
| Metric |
ANET |
SBUX |
| Zone Low |
$155.42 |
$70.88 |
| Zone High |
$176.15 |
$80.33 |
| In Buy Zone? |
Yes
|
No
|