Apple Inc. (AAPL)vsArista Networks (ANET)
AAPL
Apple Inc.
$343.46
+0.43%
TECHNOLOGY · Cap: $4.87T
ANET
Arista Networks
$176.98
-4.63%
TECHNOLOGY · Cap: $260.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Apple Inc. generates 4329% more annual revenue ($466.82B vs $10.54B). ANET leads profitability with a 38.4% profit margin vs 27.6%. ANET appears more attractively valued with a PEG of 1.52. ANET earns a higher WallStSmart Score of 76/100 (B+).
AAPL
Strong Buy67
out of 100
Grade: B-
ANET
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AAPL.
Margin of Safety
+64.2%
Fair Value
$588.27
Current Price
$176.98
$411.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 120 in profit
Strong operational efficiency at 32.6%
Generating 31.9B in free cash flow
Keeps 28 of every $100 in revenue as profit
16.4% revenue growth
Mega-cap, among the largest globally
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Revenue surging 37.7% year-over-year
Safe zone — low bankruptcy risk
Every $100 of equity generates 27 in profit
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 46.7x book value
Expensive relative to growth rate
Trading at 15.1x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AAPL
The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.6% and operating margin at 32.6%. Revenue growth of 16.4% demonstrates continued momentum.
Bull Case : ANET
The strongest argument for ANET centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 38.4% and operating margin at 45.4%. Revenue growth of 37.7% demonstrates continued momentum.
Bear Case : AAPL
The primary concerns for AAPL are P/E Ratio, PEG Ratio, Price/Book.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 65.3x leaves little room for execution misses.
Key Dynamics to Monitor
ANET carries more volatility with a beta of 1.60 — expect wider price swings.
ANET is growing revenue faster at 37.7% — sustainability is the question.
AAPL generates stronger free cash flow (31.9B), providing more financial flexibility.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ANET scores higher overall (76/100 vs 67/100), backed by strong 38.4% margins and 37.7% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Apple Inc.
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.
Visit Website →Arista Networks
TECHNOLOGY · COMPUTER HARDWARE · USA
Arista Networks (formerly Arastra) is an American computer networking company headquartered in Santa Clara, California. The company designs and sells multilayer network switches to deliver software-defined networking (SDN) solutions for large datacenter, cloud computing, high-performance computing, and high-frequency trading environments.
Visit Website →Compare with Other CONSUMER ELECTRONICS Stocks
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