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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
ANET trades at a lower forward P/E
(61.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
VRT |
| Current Price |
$172.62 |
$305.14 |
| Fair Value Estimate |
$193.98 |
$167.83 |
| Upside to Fair Value |
+12.4%
|
-45.0%
|
| Market Cap |
$217.4B |
$116.8B |
| Forward P/E |
61.8x
|
75.0x
|
| EV / EBITDA |
54.8x
|
50.1x
|
| Price / Sales |
24.1x
|
10.8x
|
| Price / FCF |
51.1x
|
50.5x
|
| Revenue Growth YoY |
+28.9%
|
+30.1%
|
| Gross Margin |
64.1%
|
36.2%
|
| Operating Margin |
42.8%
|
18.5%
|
| Return on Equity |
31.0%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
ANET |
VRT |
| Zone Low |
$145.48 |
$125.87 |
| Zone High |
$164.88 |
$142.66 |
| In Buy Zone? |
No
|
No
|