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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
TTD |
| Current Price |
$172.86 |
$22.76 |
| Fair Value Estimate |
$316.03 |
$134.00 |
| Upside to Fair Value |
+82.8%
|
+488.8%
|
| Market Cap |
$217.7B |
$10.8B |
| Forward P/E |
61.9x
|
24.6x
|
| EV / EBITDA |
54.9x
|
—
|
| Price / Sales |
24.2x
|
3.7x
|
| Price / FCF |
51.2x
|
13.8x
|
| Revenue Growth YoY |
+28.9%
|
+14.5%
|
| Gross Margin |
64.1%
|
78.6%
|
| Operating Margin |
42.8%
|
20.3%
|
| Return on Equity |
31.0%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.95%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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 …
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
ANET |
TTD |
| Zone Low |
$237.02 |
$100.00 |
| Zone High |
$268.63 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|