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 2026-07-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
ANET trades at a lower forward P/E
(56.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
VRT |
| Current Price |
$169.86 |
$333.05 |
| Fair Value Estimate |
$207.23 |
$183.18 |
| Upside to Fair Value |
+22.0%
|
-45.0%
|
| Market Cap |
$213.9B |
$127.9B |
| Forward P/E |
56.5x
|
81.8x
|
| EV / EBITDA |
44.7x
|
55.4x
|
| Price / Sales |
21.7x
|
11.8x
|
| Price / FCF |
39.9x
|
55.4x
|
| Revenue Growth YoY |
+35.1%
|
+30.1%
|
| Gross Margin |
63.5%
|
36.2%
|
| Operating Margin |
42.8%
|
18.5%
|
| Return on Equity |
30.6%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
1.81%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
| Metric |
ANET |
VRT |
| Zone Low |
$155.42 |
$137.38 |
| Zone High |
$176.15 |
$155.70 |
| In Buy Zone? |
Yes
|
No
|