Arista Networks (ANET)vsKKR & Co. Inc. (KKR)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
KKR
KKR & Co. Inc.
$95.48
-0.16%
FINANCIAL SERVICES · Cap: $91.45B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co. Inc. generates 161% more annual revenue ($25.35B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 11.7%. KKR appears more attractively valued with a PEG of 0.53. ANET earns a higher WallStSmart Score of 72/100 (B).
ANET
Strong Buy72
out of 100
Grade: B
KKR
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.9%
Fair Value
$465.25
Current Price
$166.15
$299.10 discount
Intrinsic value data unavailable for KKR.
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
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.9B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Revenue declined 6.6%
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 : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.53 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 58.1x leaves little room for execution misses.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.80 is elevated, increasing financial risk.
Key Dynamics to Monitor
ANET profiles as a growth stock while KKR is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.79 — expect wider price swings.
ANET is growing revenue faster at 35.1% — sustainability is the question.
KKR generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (72/100 vs 48/100), backed by strong 38.3% margins and 35.1% 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 →KKR & Co. Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. Inc. is a preeminent global investment firm founded in 1976, specializing in private equity, credit, and real asset investments. With a keen focus on identifying complex market opportunities, KKR leverages its extensive industry expertise and global network to drive sustainable long-term value for its portfolio companies. The firm is a leader in sustainable investing, integrating robust environmental, social, and governance (ESG) criteria into its investment strategy to promote responsible market growth alongside financial performance. KKR's commitment to innovation and operational excellence further cements its position as a vital contributor to the financial landscape worldwide.
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