Alphabet Inc. (GOOGL) vs. Arista Networks, Inc. (ANET) Stock Comparison & Valuation | Edwyn

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Alphabet Inc. (GOOGL) vs. Arista Networks, Inc. (ANET) Stock Comparison & Valuation | Edwyn

Updated 2026-08-04 08:27 UTC

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GOOGL looks attractively valued relative to ANET on earnings and cash-generation quality, while still showing stronger scale and solid profitability, making the current price appear conservative versus ANET-implied valuation.

Actionable Takeaway

If you believe GOOGL deserves a valuation closer to its lower P/E and P/S versus ANET rather than the very aggressive ANET-implied multiple, then buying or overweighting GOOGL makes sense because the current price already reflects a discount on both earnings and sales despite strong profitability and scale.

GOOGL trades at 29.0x P/E versus ANET at 67.2x, yet GOOGL is the much larger and still highly profitable business, which helps explain why a ANET-multiple comparison points to meaningful upside. The implied price of $726.79 suggests a 94.6% upside from the current $373.51, while the historical band and DCF range both sit materially below that ANET-implied level.

Supporting Metrics

Key Risks

ANET-implied upside depends on applying ANET-like multiples to GOOGL, and ANET trades at much higher P/E and P/S levels (67.2x and 25.9x), which may not be appropriate for GOOGL.
GOOGL’s fundamentals are solid but not dominant on every metric, since ANET has higher revenue growth at 28.6% and stronger margins across gross, operating, and net levels.
The quality signal is mixed with a Piotroski F-Score of 5/9, so the valuation discount may partly reflect a less-than-stellar short-term fundamentals profile.