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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
United Parcel Service, Inc. · Industrials
$101.69
+27.8% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
UPS trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
UPS |
| Current Price |
$172.86 |
$101.69 |
| Fair Value Estimate |
$316.03 |
$130.00 |
| Upside to Fair Value |
+82.8%
|
+27.8%
|
| Market Cap |
$217.7B |
$86.4B |
| Forward P/E |
61.9x
|
15.1x
|
| EV / EBITDA |
54.9x
|
9.1x
|
| Price / Sales |
24.2x
|
0.9x
|
| Price / FCF |
51.2x
|
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 |
1.95%
|
5.66%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
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 |
$237.02 |
$95.00 |
| Zone High |
$268.63 |
$112.00 |
| In Buy Zone? |
Yes
|
Yes
|