Arista Networks (ANET)vsCricut Inc (CRCT)
ANET
Arista Networks
$166.15
+4.37%
TECHNOLOGY · Cap: $220.77B
CRCT
Cricut Inc
$4.14
+0.24%
TECHNOLOGY · Cap: $871.08M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 1276% more annual revenue ($9.71B vs $705.62M). ANET leads profitability with a 38.3% profit margin vs 10.4%. CRCT trades at a lower P/E of 12.2x. ANET earns a higher WallStSmart Score of 72/100 (B).
ANET
Strong Buy72
out of 100
Grade: B
CRCT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.8%
Fair Value
$465.25
Current Price
$166.15
$299.10 discount
Margin of Safety
+55.4%
Fair Value
$10.38
Current Price
$4.14
$6.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
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
Every $100 of equity generates 28 in profit
Conservative balance sheet, low leverage
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Revenue declined 1.9%
Earnings declined 12.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : ANET
The strongest argument for ANET centers on Market Cap, 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 : CRCT
The strongest argument for CRCT centers on Debt/Equity, Return on Equity, P/E Ratio.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 60.3x leaves little room for execution misses.
Bear Case : CRCT
The primary concerns for CRCT are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
ANET profiles as a growth stock while CRCT is a declining 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 (72/100 vs 44/100), backed by strong 38.3% margins and 35.1% revenue growth. CRCT offers better value entry with a 55.4% margin of safety. Both earn "Strong Buy" and "Hold" 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 →Cricut Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Cricut, Inc. designs and markets a creativity platform that enables users to turn ideas into professional-looking handmade products in the United States, Europe, and internationally. The company is headquartered in South Jordan, Utah.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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