Amgen Inc (AMGN)vsArista Networks (ANET)
AMGN
Amgen Inc
$331.70
+0.79%
HEALTHCARE · Cap: $177.71B
ANET
Arista Networks
$141.77
+0.01%
TECHNOLOGY · Cap: $178.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Amgen Inc generates 283% more annual revenue ($37.22B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 21.0%. AMGN appears more attractively valued with a PEG of 2.18. ANET earns a higher WallStSmart Score of 71/100 (B).
AMGN
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
-2.2%
Fair Value
$321.89
Current Price
$331.70
$9.81 premium
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
Every $100 of equity generates 101 in profit
Strong operational efficiency at 33.8%
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Generating 1.5B 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
Expensive relative to growth rate
Trading at 19.5x book value
4.4% earnings growth
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 : AMGN
The strongest argument for AMGN centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.0% and operating margin at 33.8%.
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 : AMGN
The primary concerns for AMGN are PEG Ratio, Price/Book, EPS Growth.
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
AMGN profiles as a mature 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.
ANET generates stronger free cash flow (1.6B), 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. 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.
Amgen Inc
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.
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 DRUG MANUFACTURERS - GENERAL Stocks
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