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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Starbucks Corporation · Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
SBUX trades at a lower forward P/E
(42.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
SBUX |
| Current Price |
$172.86 |
$96.60 |
| Fair Value Estimate |
$316.03 |
$115.00 |
| Upside to Fair Value |
+82.8%
|
+19.0%
|
| Market Cap |
$217.7B |
$110.1B |
| Forward P/E |
61.9x
|
42.2x
|
| EV / EBITDA |
54.9x
|
22.5x
|
| Price / Sales |
24.2x
|
3.0x
|
| Price / FCF |
51.2x
|
45.1x
|
| Revenue Growth YoY |
+28.9%
|
+2.8%
|
| Gross Margin |
64.1%
|
24.2%
|
| Operating Margin |
42.8%
|
9.6%
|
| Return on Equity |
31.0%
|
-22.9%
|
| Dividend Yield |
0% |
2.55% |
| FCF Yield |
1.95%
|
2.2%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Arista Networks is a leading provider of high-speed data center networking hardware and software, specializing in Ethernet switches and cloud networking solutions. The company benefits from strong revenue growth driven by AI and hyperscale cloud demand, with 28.9% revenue growth and 19.3% earnings growth in the most recent quarter. High margins, including a 64.1% gross margin and 42.8% operating …
Starbucks is the world's largest specialty coffee retailer with over 39,000 stores across 86 markets, generating $37.2B in annual revenue. Under CEO Brian Niccol, now 19 months into his tenure after joining from Chipotle in September 2024, the company is executing the Back to Starbucks operational turnaround focused on service speed, menu simplification, and store experience reinvention. At P/S 2…
Accumulation Zones
| Metric |
ANET |
SBUX |
| Zone Low |
$237.02 |
$88.00 |
| Zone High |
$268.63 |
$98.00 |
| In Buy Zone? |
Yes
|
Yes
|