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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade C
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SMCI trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
SMCI |
| Current Price |
$172.86 |
$28.56 |
| Fair Value Estimate |
$316.03 |
$152.97 |
| Upside to Fair Value |
+82.8%
|
+435.6%
|
| Market Cap |
$217.7B |
$17.1B |
| Forward P/E |
61.9x
|
19.5x
|
| EV / EBITDA |
54.9x
|
15.0x
|
| Price / Sales |
24.2x
|
0.6x
|
| Price / FCF |
51.2x
|
38.9x
|
| Revenue Growth YoY |
+28.9%
|
+123.4%
|
| Gross Margin |
64.1%
|
8.0%
|
| Operating Margin |
42.8%
|
3.7%
|
| Return on Equity |
31.0%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
2.57%
|
| 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 …
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a strong focus on AI GPU platforms, which represent over 70% of its server revenue. The company benefits from a long-tenured leadership team and a durable competitive position in liquid cooling technology with a 70-80% market share. Despite strong revenue growth of 123.4% in the most recent quarter …
Accumulation Zones
| Metric |
ANET |
SMCI |
| Zone Low |
$237.02 |
$114.73 |
| Zone High |
$268.63 |
$130.02 |
| In Buy Zone? |
Yes
|
Yes
|