ANET vs UPS: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and United Parcel Service, Inc. — 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
United Parcel Service, Inc. · Industrials
$101.69
+21.2% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
UPS has more upside to fair value
(+21.2%).
UPS trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
UPS |
| Current Price |
$172.62 |
$101.69 |
| Fair Value Estimate |
$193.98 |
$123.28 |
| Upside to Fair Value |
+12.4%
|
+21.2%
|
| Market Cap |
$217.4B |
$86.4B |
| Forward P/E |
61.8x
|
15.1x
|
| EV / EBITDA |
54.8x
|
9.1x
|
| Price / Sales |
24.1x
|
0.9x
|
| Price / FCF |
51.1x
|
17.7x
|
| Revenue Growth YoY |
+28.9%
|
-2.5%
|
| Gross Margin |
64.1%
|
18.5%
|
| Operating Margin |
42.8%
|
9.56%
|
| Return on Equity |
31.0%
|
34.3%
|
| Dividend Yield |
0% |
6.41% |
| FCF Yield |
1.96%
|
5.66%
|
| 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…
UPS is the world's largest integrated logistics network with 241,250 employees, operations in 200-plus countries, and 20.8 million packages per day, now in the decisive phase of its most consequential restructuring in 118 years. By deliberately cutting Amazon volume by more than 50 percent (Amazon was 10.6 percent of 2025 revenue), closing 22 to 24 facilities, and eliminating 30,000 positions, ma…
Accumulation Zones
| Metric |
ANET |
UPS |
| Zone Low |
$145.48 |
$92.46 |
| Zone High |
$164.88 |
$104.79 |
| In Buy Zone? |
No
|
Yes
|