ANET vs TTD: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(25.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
TTD |
| Current Price |
$172.62 |
$23.08 |
| Fair Value Estimate |
$193.98 |
$33.47 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$10.8B |
| Forward P/E |
61.8x
|
25.3x
|
| EV / EBITDA |
54.8x
|
14.3x
|
| Price / Sales |
24.1x
|
3.6x
|
| Price / FCF |
51.1x
|
13.0x
|
| Revenue Growth YoY |
+28.9%
|
+11.8%
|
| Gross Margin |
64.1%
|
77.8%
|
| Operating Margin |
42.8%
|
20.3%
|
| Return on Equity |
31.0%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
7.71%
|
| 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…
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
ANET |
TTD |
| Zone Low |
$145.48 |
$25.10 |
| Zone High |
$164.88 |
$28.45 |
| In Buy Zone? |
No
|
Yes
|