ANET vs VST: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ANET has more upside to fair value
(+15.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
VST |
| Current Price |
$203.47 |
$140.67 |
| Fair Value Estimate |
$234.80 |
$108.27 |
| Upside to Fair Value |
+15.4%
|
-23.0%
|
| Market Cap |
$256.2B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
10.3x
|
| Price / Sales |
24.3x
|
3.0x
|
| Price / FCF |
49.7x
|
34.7x
|
| Revenue Growth YoY |
+37.7%
|
-5.5%
|
| Gross Margin |
63.0%
|
13.0%
|
| Operating Margin |
43.1%
|
2.3%
|
| Return on Equity |
30.8%
|
41.5%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
2.01%
|
2.88%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks designs and sells high-performance Ethernet switching and routing hardware plus its extensible EOS network operating system, and it sits directly in the path of the AI data-center build-out where networking, not compute, is increasingly the bottleneck. The business quality is genuinely high: TTM gross margin of 63.0%, TTM operating margin of 43.1%, TTM net margin of 38.4%, and ROE…
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
ANET |
VST |
| Zone Low |
$176.10 |
$81.20 |
| Zone High |
$199.58 |
$92.03 |
| In Buy Zone? |
No
|
No
|