Arista Networks (ANET)vsLogitech International SA (LOGI)
ANET
Arista Networks
$166.15
+3.58%
TECHNOLOGY · Cap: $220.77B
LOGI
Logitech International SA
$119.07
-6.01%
TECHNOLOGY · Cap: $16.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 101% more annual revenue ($9.71B vs $4.84B). ANET leads profitability with a 38.3% profit margin vs 14.7%. LOGI appears more attractively valued with a PEG of 1.57. ANET earns a higher WallStSmart Score of 72/100 (B).
ANET
Strong Buy72
out of 100
Grade: B
LOGI
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.8%
Fair Value
$465.25
Current Price
$166.15
$299.10 discount
Intrinsic value data unavailable for LOGI.
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
Every $100 of equity generates 32 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
3.1% earnings growth
Weak financial health signals
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 : LOGI
The strongest argument for LOGI centers on Return on Equity, Debt/Equity, Altman Z-Score.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 60.3x leaves little room for execution misses.
Bear Case : LOGI
The primary concerns for LOGI are PEG Ratio, EPS Growth, Piotroski F-Score.
Key Dynamics to Monitor
ANET profiles as a growth stock while LOGI is a value 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 35.1% — sustainability is the question.
ANET generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (72/100 vs 55/100), backed by strong 38.3% margins and 35.1% 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 →Logitech International SA
TECHNOLOGY · COMPUTER HARDWARE · USA
Logitech International SA designs, manufactures and markets products that help people connect to digital and cloud experiences globally. The company is headquartered in Lausanne, Switzerland.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?