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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
UNH trades at a lower forward P/E
(26.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
UNH |
| Current Price |
$172.62 |
$353.52 |
| Fair Value Estimate |
$193.98 |
$512.60 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$320.9B |
| Forward P/E |
61.8x
|
26.7x
|
| EV / EBITDA |
54.8x
|
16.1x
|
| Price / Sales |
24.1x
|
0.7x
|
| Price / FCF |
51.1x
|
16.3x
|
| Revenue Growth YoY |
+28.9%
|
+2.0%
|
| Gross Margin |
64.1%
|
18.8%
|
| Operating Margin |
42.8%
|
4.2%
|
| Return on Equity |
31.0%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
6.13%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
ANET |
UNH |
| Zone Low |
$145.48 |
$384.45 |
| Zone High |
$164.88 |
$435.71 |
| In Buy Zone? |
No
|
Yes
|