ANET vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ANET has more upside to fair value
(+15.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
SMCI |
| Current Price |
$203.47 |
$43.26 |
| Fair Value Estimate |
$234.80 |
$41.44 |
| Upside to Fair Value |
+15.4%
|
-4.2%
|
| Market Cap |
$256.2B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
8.9x
|
| Price / Sales |
24.3x
|
0.7x
|
| Price / FCF |
49.7x
|
—
|
| Revenue Growth YoY |
+37.7%
|
+93.2%
|
| Gross Margin |
63.0%
|
10.8%
|
| Operating Margin |
43.1%
|
7.1%
|
| Return on Equity |
30.8%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.01%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Arista Networks designs and sells high-performance Ethernet switching and routing hardware plus its extensible EOS network operating system, and it sits directly in the path of the AI data-center build-out where networking, not compute, is increasingly the bottleneck. The business quality is genuinely high: TTM gross margin of 63.0%, TTM operating margin of 43.1%, TTM net margin of 38.4%, and ROE…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
ANET |
SMCI |
| Zone Low |
$176.10 |
$31.08 |
| Zone High |
$199.58 |
$35.22 |
| In Buy Zone? |
No
|
No
|