Arista Networks (ANET)vsJPMorgan Chase & Co (JPM)
ANET
Arista Networks
$131.22
-3.70%
TECHNOLOGY · Cap: $165.24B
JPM
JPMorgan Chase & Co
$286.56
-0.49%
FINANCIAL SERVICES · Cap: $772.86B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 1768% more annual revenue ($168.24B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 33.9%. JPM appears more attractively valued with a PEG of 1.62. ANET earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
JPM
Buy63
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
-111.5%
Fair Value
$135.46
Current Price
$286.56
$151.10 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
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 41.1%
Generating 368.4B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 13.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
2.5% revenue growth
Elevated debt levels
Earnings declined 3.6%
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 : JPM
The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 41.1%.
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 : JPM
The primary concerns for JPM are PEG Ratio, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
ANET profiles as a growth stock while JPM is a value play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.46 — expect wider price swings.
ANET is growing revenue faster at 28.9% — sustainability is the question.
JPM generates stronger free cash flow (368.4B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (69/100 vs 63/100), 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 →JPMorgan Chase & Co
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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