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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
V |
| Current Price |
$172.86 |
$304.36 |
| Fair Value Estimate |
$316.03 |
$419.00 |
| Upside to Fair Value |
+82.8%
|
+37.7%
|
| Market Cap |
$217.7B |
$586.8B |
| Forward P/E |
61.9x
|
23.7x
|
| EV / EBITDA |
54.9x
|
22.3x
|
| Price / Sales |
24.2x
|
14.2x
|
| Price / FCF |
51.2x
|
25.6x
|
| Revenue Growth YoY |
+28.9%
|
+11.3%
|
| Gross Margin |
64.1%
|
81.08%
|
| Operating Margin |
42.8%
|
59.18%
|
| Return on Equity |
31.0%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
1.95%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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 …
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
ANET |
V |
| Zone Low |
$237.02 |
$265.00 |
| Zone High |
$268.63 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|