Arista Networks (ANET)vsBanco Bilbao Viscaya Argentaria SA ADR (BBVA)
ANET
Arista Networks
$135.01
+3.22%
TECHNOLOGY · Cap: $164.71B
BBVA
Banco Bilbao Viscaya Argentaria SA ADR
$21.35
-0.42%
FINANCIAL SERVICES · Cap: $116.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Banco Bilbao Viscaya Argentaria SA ADR generates 251% more annual revenue ($31.65B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 33.2%. BBVA appears more attractively valued with a PEG of 1.78. ANET earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
BBVA
Buy65
out of 100
Grade: C+
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
+22.8%
Fair Value
$31.19
Current Price
$21.35
$9.84 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
Attractively priced relative to earnings
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 50.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 3.6B 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
Expensive relative to growth rate
0.3% revenue growth
Elevated debt levels
Weak financial health signals
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 : BBVA
The strongest argument for BBVA centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.2% and operating margin at 50.9%.
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 : BBVA
The primary concerns for BBVA are PEG Ratio, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
ANET profiles as a growth stock while BBVA 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.
BBVA generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (69/100 vs 65/100), backed by strong 39.0% margins and 28.9% revenue growth. BBVA offers better value entry with a 22.8% 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.
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 →Banco Bilbao Viscaya Argentaria SA ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Banco Bilbao Vizcaya Argentaria, SA provides retail banking, wholesale banking, asset management and private banking services. The company is headquartered in Bilbao, Spain.
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