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 2026-07-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
The Trade Desk, Inc. · Communication Services
$18.51
+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
(20.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
TTD |
| Current Price |
$169.86 |
$18.51 |
| Fair Value Estimate |
$207.23 |
$26.84 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$8.7B |
| Forward P/E |
56.5x
|
20.3x
|
| EV / EBITDA |
44.7x
|
10.5x
|
| Price / Sales |
21.7x
|
2.9x
|
| Price / FCF |
39.9x
|
10.4x
|
| Revenue Growth YoY |
+35.1%
|
+11.8%
|
| Gross Margin |
63.5%
|
77.8%
|
| Operating Margin |
42.8%
|
20.3%
|
| Return on Equity |
30.6%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
9.62%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
ANET |
TTD |
| Zone Low |
$155.42 |
$20.13 |
| Zone High |
$176.15 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|