Arista Networks (ANET)vsEOG Resources Inc (EOG)
ANET
Arista Networks
$172.62
-0.05%
TECHNOLOGY · Cap: $217.46B
EOG
EOG Resources Inc
$141.61
+1.91%
ENERGY · Cap: $75.86B
Smart Verdict
WallStSmart Research — data-driven comparison
EOG Resources Inc generates 152% more annual revenue ($22.65B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 22.0%. EOG appears more attractively valued with a PEG of 1.38. ANET earns a higher WallStSmart Score of 68/100 (B-).
ANET
Strong Buy68
out of 100
Grade: B-
EOG
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.4%
Fair Value
$449.02
Current Price
$172.62
$276.40 discount
Margin of Safety
+49.2%
Fair Value
$232.90
Current Price
$141.61
$91.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
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
Revenue surging 28.9% year-over-year
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 17.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
0.0% revenue growth
Weak financial health signals
Earnings declined 41.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ANET
The strongest argument for ANET centers on Market Cap, Return on Equity, Profit 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 : EOG
The strongest argument for EOG centers on Market Cap, Profit Margin, P/E Ratio. Profitability is solid with margins at 22.0% and operating margin at 16.9%. PEG of 1.38 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 62.8x leaves little room for execution misses.
Bear Case : EOG
The primary concerns for EOG are Revenue Growth, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
ANET profiles as a growth stock while EOG is a value play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.67 — expect wider price swings.
ANET is growing revenue faster at 28.9% — sustainability is the question.
ANET generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (68/100 vs 62/100), backed by strong 39.0% margins and 28.9% revenue growth. EOG offers better value entry with a 49.2% margin of safety. 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.
Visit Website →EOG Resources Inc
ENERGY · OIL & GAS E&P · USA
EOG Resources, Inc. is an American energy company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in the Heritage Plaza building in Houston, Texas.
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