Arista Networks (ANET)vsIntuit Inc (INTU)
ANET
Arista Networks
$131.22
-3.70%
TECHNOLOGY · Cap: $165.24B
INTU
Intuit Inc
$455.56
+0.07%
TECHNOLOGY · Cap: $126.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuit Inc generates 123% more annual revenue ($20.12B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 21.6%. INTU appears more attractively valued with a PEG of 1.35. ANET earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
INTU
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-28.9%
Fair Value
$103.11
Current Price
$131.22
$28.11 premium
Margin of Safety
-335.0%
Fair Value
$104.72
Current Price
$455.56
$350.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Large-cap with strong market position
Revenue surging 28.9% year-over-year
Revenue surging 41.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 13.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
Moderate valuation
Earnings declined 18.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : ANET
The strongest argument for ANET centers on Return on Equity, Profit Margin, Operating 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 : INTU
The strongest argument for INTU centers on Revenue Growth, Market Cap, Return on Equity. Profitability is solid with margins at 21.6% and operating margin at 15.7%. Revenue growth of 41.0% demonstrates continued momentum.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 47.5x leaves little room for execution misses.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
ANET carries more volatility with a beta of 1.46 — expect wider price swings.
INTU is growing revenue faster at 41.0% — sustainability is the question.
INTU generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ANET scores higher overall (69/100 vs 65/100), backed by strong 39.0% margins and 28.9% revenue growth. 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 →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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