Arista Networks (ANET)vsDell Technologies Inc (DELL)
ANET
Arista Networks
$131.20
-3.71%
TECHNOLOGY · Cap: $170.44B
DELL
Dell Technologies Inc
$157.67
+0.58%
TECHNOLOGY · Cap: $104.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1161% more annual revenue ($113.54B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 5.2%. DELL appears more attractively valued with a PEG of 0.65. DELL earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy69
out of 100
Grade: B-
DELL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.4%
Fair Value
$102.74
Current Price
$131.20
$28.46 premium
Margin of Safety
+69.4%
Fair Value
$405.76
Current Price
$157.67
$248.09 discount
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
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 45.4% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 13.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
5.2% margin — thin
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 : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, Debt/Equity. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.65 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 49.2x leaves little room for execution misses.
Bear Case : DELL
The primary concerns for DELL are Profit Margin.
Key Dynamics to Monitor
ANET profiles as a growth stock while DELL is a hypergrowth play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.46 — expect wider price swings.
DELL is growing revenue faster at 39.5% — sustainability is the question.
DELL generates stronger free cash flow (4.0B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (78/100 vs 69/100) and 39.5% revenue growth. Both earn "Strong Buy" and "Strong 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 →Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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