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 2026-07-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
United Parcel Service, Inc. · Industrials
$105.00
+12.9% upside to fair value
Grade B
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
UPS trades at a lower forward P/E
(17.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
UPS |
| Current Price |
$169.86 |
$105.00 |
| Fair Value Estimate |
$207.23 |
$118.53 |
| Upside to Fair Value |
+22.0%
|
+12.9%
|
| Market Cap |
$213.9B |
$89.2B |
| Forward P/E |
56.5x
|
17.0x
|
| EV / EBITDA |
44.7x
|
9.6x
|
| Price / Sales |
21.7x
|
1.0x
|
| Price / FCF |
39.9x
|
19.8x
|
| Revenue Growth YoY |
+35.1%
|
-1.6%
|
| Gross Margin |
63.5%
|
17.8%
|
| Operating Margin |
42.8%
|
8.5%
|
| Return on Equity |
30.6%
|
33.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
5.06%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
United Parcel Service, Inc. operates as a global integrated freight and logistics company with a strong presence in U.S. domestic package delivery, international package services, and supply chain solutions. The company benefits from a durable competitive moat supported by its extensive network capabilities, premium service positioning, and strategic focus on higher-margin segments such as health…
Accumulation Zones
| Metric |
ANET |
UPS |
| Zone Low |
$155.42 |
$88.90 |
| Zone High |
$176.15 |
$100.75 |
| In Buy Zone? |
Yes
|
No
|