ANET vs V: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
V |
| Current Price |
$203.47 |
$368.29 |
| Fair Value Estimate |
$234.80 |
$463.00 |
| Upside to Fair Value |
+15.4%
|
+25.7%
|
| Market Cap |
$256.2B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
24.0x
|
| Price / Sales |
24.3x
|
15.5x
|
| Price / FCF |
49.7x
|
33.5x
|
| Revenue Growth YoY |
+37.7%
|
+14.4%
|
| Gross Margin |
63.0%
|
80.2%
|
| Operating Margin |
43.1%
|
60.7%
|
| Return on Equity |
30.8%
|
61.3%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
2.01%
|
2.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks designs and sells high-performance Ethernet switching and routing hardware plus its extensible EOS network operating system, and it sits directly in the path of the AI data-center build-out where networking, not compute, is increasingly the bottleneck. The business quality is genuinely high: TTM gross margin of 63.0%, TTM operating margin of 43.1%, TTM net margin of 38.4%, and ROE…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
ANET |
V |
| Zone Low |
$176.10 |
$347.25 |
| Zone High |
$199.58 |
$393.55 |
| In Buy Zone? |
No
|
Yes
|