ANET vs SLB: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and SLB N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
SLB N.V. · Energy
$56.15
+45.0% upside to fair value
Grade B
QuantHub Verdict
SLB has more upside to fair value
(+45.0%).
SLB trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
SLB |
| Current Price |
$172.62 |
$56.15 |
| Fair Value Estimate |
$193.98 |
$81.42 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$84.3B |
| Forward P/E |
61.8x
|
24.3x
|
| EV / EBITDA |
54.8x
|
17.5x
|
| Price / Sales |
24.1x
|
2.4x
|
| Price / FCF |
51.1x
|
17.6x
|
| Revenue Growth YoY |
+28.9%
|
+2.7%
|
| Gross Margin |
64.1%
|
13.6%
|
| Operating Margin |
42.8%
|
11.5%
|
| Return on Equity |
31.0%
|
12.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
5.69%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
SLB N.V. is the world's largest oilfield services company operating primarily in the energy sector with a focus on oil and gas equipment and services. The company benefits from a diversified revenue base across well construction, production systems, reservoir characterization, and digital integration, with fiscal year 2024 revenues totaling over $37 billion. Despite modest revenue growth of 2.7% …
Accumulation Zones
| Metric |
ANET |
SLB |
| Zone Low |
$145.48 |
$61.06 |
| Zone High |
$164.88 |
$69.21 |
| In Buy Zone? |
No
|
Yes
|