Which is better, ANET or FTNT?

On the Buffett-Fit framework, Fortinet, Inc. (FTNT) currently grades higher than ANET — 83/100 (A grade) vs 76/100 (B). That said, "better" depends on which framework you trust — ANET wins on Benjamin Graham, Philip Fisher, Charlie Munger, and Terry Smith; FTNT wins on Warren Buffett, Peter Lynch, and Joel Greenblatt. The full pillar breakdown is on this page.

Should I buy ANET or FTNT?

This page is an educational comparison, not investment advice. Both ANET and FTNT are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is ANET better than FTNT for value investing?

On the Buffett-style value-investing framework, FTNT currently grades higher — 83/100 vs 76/100, a 7-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between ANET and FTNT on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). ANET currently scores 76/100 (B grade); FTNT scores 83/100 (A grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, ANET or FTNT?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. ANET and FTNT are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, ANET or FTNT?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are ANET and FTNT both Technology stocks?

Yes — both Arista Networks, Inc. (ANET) and Fortinet, Inc. (FTNT) operate in the Technology sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this ANET vs FTNT comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

Arista Networks

Fortinet

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

ANET

Arista Networks

Market cap

$183.22B

Sector

Technology

FTNT

Fortinet

Market cap

$94.12B

Sector

Technology

Overall winner

Fortinet FTNT

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	ANET	FTNT	Winner
Warren Buffett	76B	83A	FTNT
Benjamin Graham	88A	82A	ANET
Philip Fisher	97A	95A	ANET
Peter Lynch	72B	75B	FTNT
Joel Greenblatt	66C	79C	FTNT
Charlie Munger	87A	82A	ANET
Terry Smith	91A	87A	ANET

Side-by-side metrics

Metric	ANET	FTNT
Market cap	$183.22B	$94.12B
P/E (TTM)	48.0x	46.4x
EV/EBIT	45.6x	42.4x
ROIC (TTM)	22.43%	33.92%
Gross margin	63.54%	80.67%
Net margin	38.32%	27.49%
Revenue CAGR 5y	32.2%	19.43%
EPS CAGR 5y	41.8%	34.75%
Debt / Equity	-	0.5x
Dividend yield	0.0%	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

ANET leads on

Debt / Equity-vs 0.5x+100%
Market cap$183.22Bvs $94.12B+49%
Revenue CAGR 5y32.2%vs 19.43%+40%
Net margin38.32%vs 27.49%+28%

FTNT leads on

ROIC (TTM)33.92%vs 22.43%+34%
Gross margin80.67%vs 63.54%+21%
EV/EBIT42.4xvs 45.6x+7%

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

Arista Networks

Fortinet

Fit scores by strategy

Side-by-side metrics

Where each one wins

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Key terms in this analysis