WallStSmart

Arista Networks (ANET)vs3D Systems Corporation (DDD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arista Networks generates 2403% more annual revenue ($9.71B vs $387.90M). ANET leads profitability with a 38.3% profit margin vs 16.1%. DDD appears more attractively valued with a PEG of 0.85. ANET earns a higher WallStSmart Score of 72/100 (B).

ANET

Strong Buy

72

out of 100

Grade: B

Growth: 9.3Profit: 9.5Value: 5.3Quality: 6.8
Piotroski: 2/9Altman Z: 3.59

DDD

Buy

59

out of 100

Grade: C

Growth: 3.3Profit: 5.5Value: 7.7Quality: 6.5
Piotroski: 5/9Altman Z: -2.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ANETUndervalued (+63.4%)

Margin of Safety

+63.4%

Fair Value

$463.29

Current Price

$166.15

$297.14 discount

UndervaluedFair: $463.29Overvalued

Intrinsic value data unavailable for DDD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ANET6 strengths · Avg: 9.8/10
Market CapQuality
$212.91B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
38.3%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
42.7%10/10

Strong operational efficiency at 42.7%

Revenue GrowthGrowth
35.1%10/10

Revenue surging 35.1% year-over-year

Altman Z-ScoreHealth
3.5910/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
27.6%9/10

Every $100 of equity generates 28 in profit

DDD5 strengths · Avg: 8.8/10
P/E RatioValuation
7.8x10/10

Attractively priced relative to earnings

Return on EquityProfitability
26.6%9/10

Every $100 of equity generates 27 in profit

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.858/10

Growing faster than its price suggests

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

ANET4 concerns · Avg: 3.3/10
PEG RatioValuation
2.184/10

Expensive relative to growth rate

Price/BookValuation
15.5x4/10

Trading at 15.5x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
58.1x2/10

Premium valuation, high expectations priced in

DDD4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$563.52M3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-9.27M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : DDD

The strongest argument for DDD centers on P/E Ratio, Return on Equity, Debt/Equity. Profitability is solid with margins at 16.1% and operating margin at -6.7%. PEG of 0.85 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 58.1x leaves little room for execution misses.

Bear Case : DDD

The primary concerns for DDD are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

ANET profiles as a growth stock while DDD is a value play — different risk/reward profiles.

DDD carries more volatility with a beta of 2.69 — 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 59/100), 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.

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3D Systems Corporation

TECHNOLOGY · COMPUTER HARDWARE · USA

3D Systems Corporation provides 3D printing and digital manufacturing solutions in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Rock Hill, South Carolina.

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