Arista Networks (ANET)vsIntuit Inc (INTU)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
INTU
Intuit Inc
$296.76
-0.77%
TECHNOLOGY · Cap: $77.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuit Inc generates 116% more annual revenue ($20.93B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 21.9%. INTU appears more attractively valued with a PEG of 0.72. INTU earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy72
out of 100
Grade: B
INTU
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.9%
Fair Value
$465.25
Current Price
$166.15
$299.10 discount
Margin of Safety
+28.0%
Fair Value
$370.90
Current Price
$296.76
$74.14 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 42.7%
Revenue surging 35.1% year-over-year
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Strong operational efficiency at 47.0%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
No major concerns identified
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 38.3% and operating margin at 42.7%. Revenue growth of 35.1% demonstrates continued momentum.
Bull Case : INTU
The strongest argument for INTU centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 21.9% and operating margin at 47.0%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 58.1x leaves little room for execution misses.
Bear Case : INTU
No major red flags identified for INTU, but monitor valuation.
Key Dynamics to Monitor
ANET profiles as a growth stock while INTU is a mature play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.61 — expect wider price swings.
ANET is growing revenue faster at 35.1% — sustainability is the question.
INTU generates stronger free cash flow (5.2B), providing more financial flexibility.
Bottom Line
INTU scores higher overall (78/100 vs 72/100), backed by strong 21.9% margins and 10.4% revenue growth. ANET offers better value entry with a 63.9% 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 →Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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