ANET vs TMO: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+82.8% upside to fair value
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
TMO |
| Current Price |
$172.62 |
$462.60 |
| Fair Value Estimate |
$315.55 |
$509.20 |
| Upside to Fair Value |
+82.8%
|
+10.1%
|
| Market Cap |
$217.4B |
$171.9B |
| Forward P/E |
61.8x
|
25.1x
|
| EV / EBITDA |
54.8x
|
19.0x
|
| Price / Sales |
24.1x
|
3.8x
|
| Price / FCF |
51.1x
|
25.5x
|
| Revenue Growth YoY |
+28.9%
|
+6.2%
|
| Gross Margin |
64.1%
|
39.4%
|
| Operating Margin |
42.8%
|
17.8%
|
| Return on Equity |
31.0%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.92%
|
| 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…
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
ANET |
TMO |
| Zone Low |
$236.66 |
$381.90 |
| Zone High |
$268.22 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|