ANET vs VRT: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$307.34
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
ANET trades at a lower forward P/E
(61.9x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
VRT |
| Current Price |
$172.86 |
$307.34 |
| Fair Value Estimate |
$316.03 |
$445.58 |
| Upside to Fair Value |
+82.8%
|
+45.0%
|
| Market Cap |
$217.7B |
$117.6B |
| Forward P/E |
61.9x
|
88.2x
|
| EV / EBITDA |
54.9x
|
55.3x
|
| Price / Sales |
24.2x
|
11.5x
|
| Price / FCF |
51.2x
|
61.2x
|
| Revenue Growth YoY |
+28.9%
|
+22.7%
|
| Gross Margin |
64.1%
|
34.8%
|
| Operating Margin |
42.8%
|
18.2%
|
| Return on Equity |
31.0%
|
40.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
1.63%
|
| 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 …
Vertiv Holdings Co operates in the critical digital infrastructure sector, providing electrical equipment and parts primarily for data centers and telecom industries. The company demonstrates strong business quality with a high return on equity of 40.3%, robust revenue growth of 22.7% in the most recent quarter, and exceptional earnings growth of 203.1% in the same period. Despite these strong fu…
Accumulation Zones
| Metric |
ANET |
VRT |
| Zone Low |
$237.02 |
$334.19 |
| Zone High |
$268.63 |
$378.74 |
| In Buy Zone? |
Yes
|
Yes
|