ANET vs UNH: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
UNH |
| Current Price |
$172.86 |
$304.33 |
| Fair Value Estimate |
$316.03 |
$430.00 |
| Upside to Fair Value |
+82.8%
|
+41.3%
|
| Market Cap |
$217.7B |
$276.2B |
| Forward P/E |
61.9x
|
15.1x
|
| EV / EBITDA |
54.9x
|
14.3x
|
| Price / Sales |
24.2x
|
0.6x
|
| Price / FCF |
51.2x
|
17.2x
|
| Revenue Growth YoY |
+28.9%
|
+11.8%
|
| Gross Margin |
64.1%
|
18.5%
|
| Operating Margin |
42.8%
|
4.2%
|
| Return on Equity |
31.0%
|
12.7%
|
| Dividend Yield |
0% |
2.9% |
| FCF Yield |
1.95%
|
5.82%
|
| 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 …
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
ANET |
UNH |
| Zone Low |
$237.02 |
$280.00 |
| Zone High |
$268.63 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|