ANET vs TSLA: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Tesla, Inc. — 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
Tesla, Inc. · Consumer Cyclical
$387.51
-45.0% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
ANET trades at a lower forward P/E
(61.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
TSLA |
| Current Price |
$172.62 |
$387.51 |
| Fair Value Estimate |
$193.98 |
$213.13 |
| Upside to Fair Value |
+12.4%
|
-45.0%
|
| Market Cap |
$217.4B |
$1,454.1B |
| Forward P/E |
61.8x
|
330.0x
|
| EV / EBITDA |
54.8x
|
122.9x
|
| Price / Sales |
24.1x
|
15.3x
|
| Price / FCF |
51.1x
|
233.8x
|
| Revenue Growth YoY |
+28.9%
|
-3.1%
|
| Gross Margin |
64.1%
|
18.0%
|
| Operating Margin |
42.8%
|
4.6%
|
| Return on Equity |
31.0%
|
4.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
0.43%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Tesla, Inc. is a leading global manufacturer of electric vehicles, energy storage, and solar products, led by CEO Elon Musk since 2008. The company has a mixed business quality profile with a strong brand and innovation leadership but faces significant challenges including declining automotive revenue, which fell nearly 10% year-over-year in 2025, and a 3.1% revenue decline in the most recent qua…
Accumulation Zones
| Metric |
ANET |
TSLA |
| Zone Low |
$145.48 |
$159.85 |
| Zone High |
$164.88 |
$181.16 |
| In Buy Zone? |
No
|
No
|