ANET vs WMT: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Walmart Inc. — 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
Walmart Inc. · Consumer Defensive
$117.18
-39.6% upside to fair value
Grade C
High Quality
QuantHub Verdict
ANET has more upside to fair value
(+22.0%).
WMT trades at a lower forward P/E
(41.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
WMT |
| Current Price |
$169.86 |
$117.18 |
| Fair Value Estimate |
$207.23 |
$70.81 |
| Upside to Fair Value |
+22.0%
|
-39.6%
|
| Market Cap |
$213.9B |
$932.5B |
| Forward P/E |
56.5x
|
41.1x
|
| EV / EBITDA |
44.7x
|
20.7x
|
| Price / Sales |
21.7x
|
1.3x
|
| Price / FCF |
39.9x
|
74.3x
|
| Revenue Growth YoY |
+35.1%
|
+7.3%
|
| Gross Margin |
63.5%
|
25.0%
|
| Operating Margin |
42.8%
|
4.2%
|
| Return on Equity |
30.6%
|
24.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
1.35%
|
| 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…
Walmart Inc. operates as a leading discount retailer with a strong competitive moat built on scale, cost leadership, and advanced logistics and technology infrastructure. The company benefits from a diversified revenue base with Walmart U.S. contributing 69%, International 18%, and Sam's Club 13%. Despite solid revenue growth of 7.3% and earnings growth of 25.9% in the most recent quarter, the st…
Accumulation Zones
| Metric |
ANET |
WMT |
| Zone Low |
$155.42 |
$53.11 |
| Zone High |
$176.15 |
$60.19 |
| In Buy Zone? |
Yes
|
No
|