ANET vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
VRTV |
| Current Price |
$169.86 |
$169.99 |
| Fair Value Estimate |
$207.23 |
$96.38 |
| Upside to Fair Value |
+22.0%
|
-43.3%
|
| Market Cap |
$213.9B |
$2.3B |
| Forward P/E |
56.5x
|
7.1x
|
| EV / EBITDA |
44.7x
|
5.4x
|
| Price / Sales |
21.7x
|
0.3x
|
| Price / FCF |
39.9x
|
10.0x
|
| Revenue Growth YoY |
+35.1%
|
-19.0%
|
| Gross Margin |
63.5%
|
22.7%
|
| Operating Margin |
42.8%
|
5.9%
|
| Return on Equity |
30.6%
|
48.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
9.99%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
| Metric |
ANET |
VRTV |
| Zone Low |
$155.42 |
$72.28 |
| Zone High |
$176.15 |
$81.92 |
| In Buy Zone? |
Yes
|
No
|