Arista Networks (ANET)vsCapital One Financial Corporation (COF)
ANET
Arista Networks
$141.77
+0.01%
TECHNOLOGY · Cap: $178.49B
COF
Capital One Financial Corporation
$189.48
-1.61%
FINANCIAL SERVICES · Cap: $122.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Capital One Financial Corporation generates 274% more annual revenue ($36.31B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 8.9%. COF appears more attractively valued with a PEG of 0.20. ANET earns a higher WallStSmart Score of 71/100 (B).
ANET
Strong Buy71
out of 100
Grade: B
COF
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.4%
Fair Value
$482.15
Current Price
$141.77
$340.38 discount
Intrinsic value data unavailable for COF.
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
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 46.3% year-over-year
Large-cap with strong market position
Strong operational efficiency at 28.6%
Generating 5.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 13.2x book value
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 3.3% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 4.3%
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 : COF
The strongest argument for COF centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 46.3% demonstrates continued momentum. PEG of 0.20 suggests the stock is reasonably priced for its 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.
Bear Case : COF
The primary concerns for COF are Return on Equity, P/E Ratio, EPS Growth. A P/E of 59.3x leaves little room for execution misses.
Key Dynamics to Monitor
ANET profiles as a growth stock while COF is a hypergrowth play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.67 — expect wider price swings.
COF is growing revenue faster at 46.3% — sustainability is the question.
COF generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (71/100 vs 65/100), 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.
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 →Capital One Financial Corporation
FINANCIAL SERVICES · CREDIT SERVICES · USA
Capital One Financial Corporation is an American bank holding company specializing in credit cards, auto loans, banking, and savings accounts, headquartered in McLean, Virginia with operations primarily in the United States.
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