Arista Networks (ANET)vsMoodys Corporation (MCO)
ANET
Arista Networks
$172.62
-0.05%
TECHNOLOGY · Cap: $217.46B
MCO
Moodys Corporation
$449.56
+1.11%
FINANCIAL SERVICES · Cap: $79.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 14% more annual revenue ($9.01B vs $7.87B). ANET leads profitability with a 39.0% profit margin vs 31.7%. MCO appears more attractively valued with a PEG of 2.07. ANET earns a higher WallStSmart Score of 68/100 (B-).
ANET
Strong Buy68
out of 100
Grade: B-
MCO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.4%
Fair Value
$449.02
Current Price
$172.62
$276.40 discount
Intrinsic value data unavailable for MCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
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
Revenue surging 28.9% year-over-year
Every $100 of equity generates 71 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 45.7%
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 17.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 26.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ANET
The strongest argument for ANET centers on Market Cap, Return on Equity, Profit 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 : MCO
The strongest argument for MCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.7% and operating margin at 45.7%.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 62.8x leaves little room for execution misses.
Bear Case : MCO
The primary concerns for MCO are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
ANET profiles as a growth stock while MCO is a mature 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 28.9% — sustainability is the question.
ANET generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (68/100 vs 61/100), 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 →Moodys Corporation
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Moody's Corporation, often referred to as Moody's, is an American business and financial services company. It is the holding company for Moody's Investors Service (MIS), an American credit rating agency, and Moody's Analytics (MA), an American provider of financial analysis software and services.
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