Accenture plc (ACN)vsArista Networks (ANET)
ACN
Accenture plc
$180.42
+0.13%
TECHNOLOGY · Cap: $111.04B
ANET
Arista Networks
$141.77
+0.01%
TECHNOLOGY · Cap: $178.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 643% more annual revenue ($72.11B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 10.6%. ACN appears more attractively valued with a PEG of 1.27. ANET earns a higher WallStSmart Score of 71/100 (B).
ACN
Buy62
out of 100
Grade: C+
ANET
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.7%
Fair Value
$280.38
Current Price
$180.42
$99.96 discount
Margin of Safety
+72.4%
Fair Value
$482.15
Current Price
$141.77
$340.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Generating 3.7B in free cash flow
Every $100 of equity generates 32 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 42.7%
Revenue surging 35.1% year-over-year
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
4.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
Trading at 13.2x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ACN
The strongest argument for ACN centers on Market Cap, Return on Equity, P/E Ratio. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : ANET
The strongest argument for ANET centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 38.3% and operating margin at 42.7%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : ACN
The primary concerns for ACN are EPS Growth, Piotroski F-Score.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 48.7x leaves little room for execution misses.
Key Dynamics to Monitor
ACN profiles as a value stock while ANET is a growth play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.67 — expect wider price swings.
ANET is growing revenue faster at 35.1% — sustainability is the question.
ACN generates stronger free cash flow (3.7B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (71/100 vs 62/100), backed by strong 38.3% margins and 35.1% revenue growth. ACN offers better value entry with a 35.7% margin of safety. Both earn "Strong Buy" and "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.
Accenture plc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Accenture plc is an Irish-domiciled multinational company that provides consulting and processing services. It has been incorporated in Dublin, Ireland since 2009.
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 INFORMATION TECHNOLOGY SERVICES Stocks
Want to dig deeper into these stocks?