ANET vs XOM: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Exxon Mobil Corporation — 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
Exxon Mobil Corporation · Energy
$154.46
-40.5% upside to fair value
Grade C
QuantHub Verdict
ANET has more upside to fair value
(+12.4%).
XOM trades at a lower forward P/E
(23.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
XOM |
| Current Price |
$172.62 |
$154.46 |
| Fair Value Estimate |
$193.98 |
$91.87 |
| Upside to Fair Value |
+12.4%
|
-40.5%
|
| Market Cap |
$217.4B |
$642.0B |
| Forward P/E |
61.8x
|
23.2x
|
| EV / EBITDA |
54.8x
|
10.3x
|
| Price / Sales |
24.1x
|
2.0x
|
| Price / FCF |
51.1x
|
27.2x
|
| Revenue Growth YoY |
+28.9%
|
-1.3%
|
| Gross Margin |
64.1%
|
21.7%
|
| Operating Margin |
42.8%
|
10.5%
|
| Return on Equity |
31.0%
|
11.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
3.68%
|
| Analyst Consensus |
Strong Buy
|
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…
Exxon Mobil Corporation operates as a global integrated oil and gas company with significant operations in upstream, energy products, chemical products, and specialty products segments. The company benefits from a highly experienced management team with decades of internal tenure, led by CEO Darren Woods. Despite strong cash flow generation and operational scale, Exxon is currently overvalued, tr…
Accumulation Zones
| Metric |
ANET |
XOM |
| Zone Low |
$145.48 |
$68.90 |
| Zone High |
$164.88 |
$78.09 |
| In Buy Zone? |
No
|
No
|