Arista Networks (ANET)vsCorsair Gaming Inc (CRSR)
ANET
Arista Networks
$135.01
+3.22%
TECHNOLOGY · Cap: $164.71B
CRSR
Corsair Gaming Inc
$5.70
+3.07%
TECHNOLOGY · Cap: $554.64M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 512% more annual revenue ($9.01B vs $1.47B). ANET leads profitability with a 39.0% profit margin vs -1.1%. ANET earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
CRSR
Buy52
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
Intrinsic value data unavailable for CRSR.
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
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 13.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of -2.4% — below average capital efficiency
Currently unprofitable
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 : CRSR
The strongest argument for CRSR centers on Price/Book.
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 : CRSR
The primary concerns for CRSR are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
ANET profiles as a growth stock while CRSR is a turnaround play — different risk/reward profiles.
CRSR carries more volatility with a beta of 1.56 — expect wider price swings.
ANET is growing revenue faster at 28.9% — sustainability is the question.
ANET generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (69/100 vs 52/100), backed by strong 39.0% margins and 28.9% 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 →Corsair Gaming Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Corsair Gaming, Inc. designs, markets and distributes gaming and broadcast peripherals, components and systems in the Americas, Europe, the Middle East and Asia Pacific.
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