Arista Networks (ANET)vsEbang International Holdings (EBON)
ANET
Arista Networks
$199.59
+5.61%
TECHNOLOGY · Cap: $238.36B
EBON
Ebang International Holdings
$2.13
-3.24%
TECHNOLOGY · Cap: $13.57M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 153136% more annual revenue ($10.54B vs $6.88M). ANET leads profitability with a 38.4% profit margin vs -181.5%. ANET earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy78
out of 100
Grade: B+
EBON
Avoid32
out of 100
Grade: F
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
+49.4%
Fair Value
$5.34
Current Price
$2.13
$3.21 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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 17.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -5.6% — below average capital efficiency
Currently unprofitable
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 : EBON
The strongest argument for EBON centers on Price/Book, Debt/Equity, Altman Z-Score.
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 : EBON
The primary concerns for EBON are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
ANET profiles as a growth stock while EBON is a turnaround play — different risk/reward profiles.
EBON carries more volatility with a beta of 2.99 — expect wider price swings.
ANET is growing revenue faster at 37.7% — sustainability is the question.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ANET scores higher overall (78/100 vs 32/100), backed by strong 38.4% margins and 37.7% revenue growth. EBON offers better value entry with a 49.4% margin of safety. Both earn "Strong Buy" and "Avoid" 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 →Ebang International Holdings
TECHNOLOGY · COMPUTER HARDWARE · China
Ebang International Holdings Inc. is dedicated to the research, design and development of application-specific integrated circuit chips and the manufacture of Bitcoin mining machines in China, the United States, Hong Kong and internationally. The company is headquartered in Hangzhou, China.
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