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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
Exxon Mobil Corporation · Energy
$152.30
-33.0% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ANET has more upside to fair value
(+82.8%).
XOM trades at a lower forward P/E
(17.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
XOM |
| Current Price |
$172.86 |
$152.30 |
| Fair Value Estimate |
$316.03 |
$102.00 |
| Upside to Fair Value |
+82.8%
|
-33.0%
|
| Market Cap |
$217.7B |
$634.6B |
| Forward P/E |
61.9x
|
17.5x
|
| EV / EBITDA |
54.9x
|
9.8x
|
| Price / Sales |
24.2x
|
2.0x
|
| Price / FCF |
51.2x
|
26.9x
|
| Revenue Growth YoY |
+28.9%
|
-4.5%
|
| Gross Margin |
64.1%
|
21.7%
|
| Operating Margin |
42.8%
|
10.5%
|
| Return on Equity |
31.0%
|
11.1%
|
| Dividend Yield |
0% |
2.65% |
| FCF Yield |
1.95%
|
3.72%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Arista Networks is a leading provider of high-speed data center networking hardware and software, specializing in Ethernet switches and cloud networking solutions. The company benefits from strong revenue growth driven by AI and hyperscale cloud demand, with 28.9% revenue growth and 19.3% earnings growth in the most recent quarter. High margins, including a 64.1% gross margin and 42.8% operating …
Exxon Mobil is a world-class integrated energy supermajor with unmatched Permian Basin scale following the Pioneer Natural Resources acquisition, a high-margin Guyana growth engine, and disciplined capital allocation. However, the stock remains significantly overvalued relative to its own 5-year history on every key metric. At $152, XOM trades at roughly 22x trailing earnings, 1.96x sales, and 27…
Accumulation Zones
| Metric |
ANET |
XOM |
| Zone Low |
$237.02 |
$77.00 |
| Zone High |
$268.63 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|