Arista Networks (ANET)vsAstraZeneca PLC (AZN)
ANET
Arista Networks
$135.01
+3.22%
TECHNOLOGY · Cap: $164.71B
AZN
AstraZeneca PLC
$185.78
+0.93%
HEALTHCARE · Cap: $284.63B
Smart Verdict
WallStSmart Research — data-driven comparison
AstraZeneca PLC generates 552% more annual revenue ($58.74B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 17.4%. AZN appears more attractively valued with a PEG of 1.50. ANET earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
AZN
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.4%
Fair Value
$102.74
Current Price
$135.01
$32.27 premium
Margin of Safety
+32.8%
Fair Value
$306.07
Current Price
$185.78
$120.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 31 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 41.5%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Revenue surging 28.9% year-over-year
Mega-cap, among the largest globally
Earnings expanding 53.9% YoY
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.6%
Generating 1.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 13.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
Moderate valuation
4.1% revenue growth
Distress zone — elevated risk
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 39.0% and operating margin at 41.5%. Revenue growth of 28.9% demonstrates continued momentum.
Bull Case : AZN
The strongest argument for AZN centers on Market Cap, EPS Growth, Return on Equity. Profitability is solid with margins at 17.4% and operating margin at 21.6%.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 47.6x leaves little room for execution misses.
Bear Case : AZN
The primary concerns for AZN are P/E Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
ANET profiles as a growth stock while AZN is a value play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.46 — expect wider price swings.
ANET is growing revenue faster at 28.9% — sustainability is the question.
AZN generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (69/100 vs 66/100), backed by strong 39.0% margins and 28.9% revenue growth. AZN offers better value entry with a 32.8% 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 →AstraZeneca PLC
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
AstraZeneca PLC discovers, develops, manufactures and markets prescription drugs in the areas of oncology, cardiovascular, renal and metabolism, respiratory, infections, neuroscience and gastroenterology worldwide. The company is headquartered in Cambridge, the United Kingdom.
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