Arista Networks (ANET)vsGoPro Inc (GPRO)
ANET
Arista Networks
$172.71
+2.39%
TECHNOLOGY · Cap: $212.40B
GPRO
GoPro Inc
$1.65
+10.74%
TECHNOLOGY · Cap: $225.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 1282% more annual revenue ($9.01B vs $651.54M). ANET leads profitability with a 39.0% profit margin vs -14.3%. GPRO appears more attractively valued with a PEG of 0.73. ANET earns a higher WallStSmart Score of 68/100 (B-).
ANET
Strong Buy68
out of 100
Grade: B-
GPRO
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.5%
Fair Value
$450.90
Current Price
$172.71
$278.19 discount
Intrinsic value data unavailable for GPRO.
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
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 17.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
0.4% revenue growth
Smaller company, higher risk/reward
ROE of -81.9% — below average capital efficiency
Earnings declined 93.7%
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 : GPRO
The strongest argument for GPRO centers on PEG Ratio. PEG of 0.73 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 61.3x leaves little room for execution misses.
Bear Case : GPRO
The primary concerns for GPRO are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
ANET profiles as a growth stock while GPRO is a turnaround play — different risk/reward profiles.
GPRO carries more volatility with a beta of 1.66 — 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 39/100), backed by strong 39.0% margins and 28.9% revenue growth. Both earn "Strong Buy" and "Hold" 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 →GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
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