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STOCK COMPARISON

Arista Networks vs Dell Technologies: Fair Value & Quality

Both stocks run through our valuation models. Here is how Arista Networks (ANET) and Dell Technologies (DELL) compare, as of Aug 14, 2026.

As of Aug 14, 2026, Fair Value Calculator sees Dell Technologies as the less overvalued of the two: Arista Networks trades at $204 versus a fair value of $57.72 (-72%), while Dell Technologies trades at $495 versus $188 (-62%).
Arista Networks
ANET · USD · Information Technology
-72%
upside to fair value
overvalued
Price$204
Fair Value$57.72
Quality74/100
Dell Technologies
DELL · USD · Information Technology
-62%
upside to fair value
overvalued
Price$495
Fair Value$188
Quality67/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Arista NetworksDell Technologies
Valuation
69.1×P/E (TTM)34.6×
21.86×P/S (TTM)2.10×
17.16×P/B—
49.6×EV/EBITDA20.8×
2.15×PEG0.71×
—Dividend yield0.5%
—Dividend per share$2.21
Profitability
38%Net margin6%
43%Operating margin9%
32%Return on equity44%
14%Return on assets7%
Growth
35%Revenue growth (YoY)88%
27.1%Avg. growth/yr (3Y)3.5%
31.2%Avg. growth/yr (5Y)5.5%
Balance & size
0.00×Debt / equity—
$212BMarket cap$281B
healthyGrowth qualityhealthy

Dell Technologies leads: 5 to 6 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Arista Networksof which business quality 73 · market factors 66 Dell Technologiesof which business quality 65 · market factors 75
ProfitabilityMargins and returns on capital today
75
51
Quality GrowthAre margins and returns improving?
53
45
CashflowEarnings quality: real cash, not paper profit
87
61
Fin. StrengthBalance sheet, leverage, solvency risk
86
59
InvestmentDisciplined investing over empire-building
33
89
Low VolatilityCalm price path (market factor)
14
16
MomentumPrice trend over the last 3–12 months (market factor)
85
100
52W MomentumDistance to the 52-week high (market factor)
91
100
Net IssuanceBuybacks instead of dilution
83
100

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Arista Networks

DCF Models$104
Earnings-Based$81.51
Multiples$52.55
Asset-Based$6.58
Growth DCF$91.15
Economic Profit$40.68
Growth Earnings$113

24 of 24 models see the stock below the current price.

Dell Technologies

DCF Models$418
Earnings-Based$221
Dividend Discount$73.81
Multiples$511
Growth DCF$373
Economic Profit$233
Growth Earnings$412

17 of 22 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Arista Networks
Bear $43.68Fair Value $57.72Bull $71.76
$204 = current price (white tick)
Dell Technologies
Bear $121Fair Value $188Bull $264
$495 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Arista Networks · Information Technology

Quality score74 · Top 25%
Fair value upside-72% · bottom 25%

Dell Technologies · Information Technology

Quality score67 · Top 25%
Fair value upside-62% · below median

Bottom line

As of Aug 14, 2026, Fair Value Calculator sees Dell Technologies as the less overvalued of the two: Arista Networks trades at $204 versus a fair value of $57.72 (-72%), while Dell Technologies trades at $495 versus $188 (-62%).

Arista Networks has the higher quality score (74/100).

See the full analysis →
Arista Networks · Dell Technologies

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.