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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
SLB |
| Current Price |
$172.86 |
$51.92 |
| Fair Value Estimate |
$316.03 |
$41.43 |
| Upside to Fair Value |
+82.8%
|
-20.2%
|
| Market Cap |
$217.7B |
$77.9B |
| Forward P/E |
61.9x
|
18.6x
|
| EV / EBITDA |
54.9x
|
9.2x
|
| Price / Sales |
24.2x
|
2.2x
|
| Price / FCF |
51.2x
|
16.1x
|
| Revenue Growth YoY |
+28.9%
|
-1.6%
|
| Gross Margin |
64.1%
|
18.21%
|
| Operating Margin |
42.8%
|
15.28%
|
| Return on Equity |
31.0%
|
12.83%
|
| Dividend Yield |
0% |
2.21% |
| FCF Yield |
1.95%
|
6.21%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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 …
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Accumulation Zones
| Metric |
ANET |
SLB |
| Zone Low |
$237.02 |
$34.00 |
| Zone High |
$268.63 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|