Arista Networks (ANET)vsDell Technologies Inc (DELL)
ANET
Arista Networks
$169.88
+3.50%
TECHNOLOGY · Cap: $212.97B
DELL
Dell Technologies Inc
$408.31
+3.98%
TECHNOLOGY · Cap: $269.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1334% more annual revenue ($151.20B vs $10.54B). ANET leads profitability with a 38.4% profit margin vs 7.5%. DELL appears more attractively valued with a PEG of 0.43. DELL earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy78
out of 100
Grade: B+
DELL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.2%
Fair Value
$585.93
Current Price
$169.88
$416.05 discount
Margin of Safety
-55.0%
Fair Value
$273.72
Current Price
$408.31
$134.59 premium
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
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 44 in profit
Revenue surging 57.7% year-over-year
Earnings expanding 272.9% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 14.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
7.5% margin — thin
Distress zone — elevated risk
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 : DELL
The strongest argument for DELL centers on Market Cap, PEG Ratio, Return on Equity. Revenue growth of 57.7% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
Bear Case : ANET
The primary concerns for ANET are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 53.3x leaves little room for execution misses.
Bear Case : DELL
The primary concerns for DELL are Profit Margin, Altman Z-Score.
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 1.60 — expect wider price swings.
DELL is growing revenue faster at 57.7% — 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 78/100), backed by strong 38.4% margins and 37.7% 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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