Arista Networks (ANET)vsAmphenol Corporation (APH)
ANET
Arista Networks
$141.77
+0.01%
TECHNOLOGY · Cap: $178.49B
APH
Amphenol Corporation
$128.03
-6.29%
TECHNOLOGY · Cap: $168.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 167% more annual revenue ($25.90B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 17.2%. APH appears more attractively valued with a PEG of 1.17. APH earns a higher WallStSmart Score of 74/100 (B).
ANET
Strong Buy71
out of 100
Grade: B
APH
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.4%
Fair Value
$482.15
Current Price
$141.77
$340.38 discount
Margin of Safety
+53.5%
Fair Value
$313.74
Current Price
$128.03
$185.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 37 in profit
Revenue surging 58.4% year-over-year
Large-cap with strong market position
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 13.2x book value
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 11.3x book value
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, Market Cap. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
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.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Key Dynamics to Monitor
ANET carries more volatility with a beta of 1.67 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
ANET generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (74/100 vs 71/100), backed by strong 17.2% margins and 58.4% revenue growth. ANET offers better value entry with a 72.4% margin of safety. 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.
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 →Amphenol Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Amphenol Corporation is a major producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
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