ANET vs WDC: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Western Digital Corporation — 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
Western Digital Corporation · Technology
$441.36
-16.8% 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 |
WDC |
| Current Price |
$203.47 |
$441.36 |
| Fair Value Estimate |
$234.80 |
$367.30 |
| Upside to Fair Value |
+15.4%
|
-16.8%
|
| Market Cap |
$256.2B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
17.4x
|
| Price / Sales |
24.3x
|
11.8x
|
| Price / FCF |
49.7x
|
47.3x
|
| Revenue Growth YoY |
+37.7%
|
+43.8%
|
| Gross Margin |
63.0%
|
48.9%
|
| Operating Margin |
43.1%
|
34.9%
|
| Return on Equity |
30.8%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
2.01%
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
ANET |
WDC |
| Zone Low |
$176.10 |
$275.48 |
| Zone High |
$199.58 |
$312.20 |
| In Buy Zone? |
No
|
No
|