Arista Networks (ANET)vsGoldman Sachs Group Inc (GS)
ANET
Arista Networks
$147.06
-13.61%
TECHNOLOGY · Cap: $217.46B
GS
Goldman Sachs Group Inc
$903.27
+2.01%
FINANCIAL SERVICES · Cap: $268.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Goldman Sachs Group Inc generates 583% more annual revenue ($61.53B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 29.4%. GS appears more attractively valued with a PEG of 1.43. GS earns a higher WallStSmart Score of 75/100 (B).
ANET
Strong Buy68
out of 100
Grade: B-
GS
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.3%
Fair Value
$447.18
Current Price
$147.06
$300.12 discount
Intrinsic value data unavailable for GS.
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
Mega-cap, among the largest globally
Strong operational efficiency at 38.6%
Keeps 29 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 24.2% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 14.9x book value
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : GS
The strongest argument for GS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 29.4% and operating margin at 38.6%. Revenue growth of 14.5% demonstrates continued momentum.
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 : GS
The primary concerns for GS are Free Cash Flow.
Key Dynamics to Monitor
ANET profiles as a growth stock while GS is a mature 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
GS scores higher overall (75/100 vs 68/100), backed by strong 29.4% margins and 14.5% revenue growth. ANET offers better value entry with a 70.3% margin of safety. 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 →Goldman Sachs Group Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City. It offers services in investment management, securities, asset management, prime brokerage, and securities underwriting. It also provides investment banking to institutional investors.
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