Arista Networks (ANET)vsCorsair Gaming Inc (CRSR)
ANET
Arista Networks
$199.59
+5.61%
TECHNOLOGY · Cap: $238.36B
CRSR
Corsair Gaming Inc
$13.54
+7.72%
TECHNOLOGY · Cap: $1.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 626% more annual revenue ($10.54B vs $1.45B). ANET leads profitability with a 38.4% profit margin vs 2.5%. CRSR trades at a lower P/E of 43.7x. ANET earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy78
out of 100
Grade: B+
CRSR
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.5%
Fair Value
$595.13
Current Price
$199.59
$395.54 discount
Margin of Safety
+43.6%
Fair Value
$8.79
Current Price
$13.54
$4.75 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 45.4%
Revenue surging 37.7% year-over-year
Safe zone — low bankruptcy risk
Every $100 of equity generates 27 in profit
Earnings expanding 1668.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Trading at 17.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
2.5% margin — thin
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 38.4% and operating margin at 45.4%. Revenue growth of 37.7% demonstrates continued momentum.
Bull Case : CRSR
The strongest argument for CRSR centers on EPS Growth, Debt/Equity, Price/Book.
Bear Case : ANET
The primary concerns for ANET are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 61.0x leaves little room for execution misses.
Bear Case : CRSR
The primary concerns for CRSR are Altman Z-Score, Market Cap, Return on Equity. A P/E of 43.7x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ANET profiles as a growth stock while CRSR is a value play — different risk/reward profiles.
CRSR carries more volatility with a beta of 1.88 — expect wider price swings.
ANET is growing revenue faster at 37.7% — sustainability is the question.
ANET generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (78/100 vs 44/100), backed by strong 38.4% margins and 37.7% revenue growth. CRSR offers better value entry with a 43.6% 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 →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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