Arista Networks (ANET)vsMedtronic PLC (MDT)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
MDT
Medtronic PLC
$81.67
+1.54%
HEALTHCARE · Cap: $103.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 275% more annual revenue ($36.36B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 13.2%. MDT appears more attractively valued with a PEG of 1.59. ANET earns a higher WallStSmart Score of 72/100 (B).
ANET
Strong Buy72
out of 100
Grade: B
MDT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.9%
Fair Value
$465.25
Current Price
$166.15
$299.10 discount
Margin of Safety
+11.4%
Fair Value
$91.83
Current Price
$81.67
$10.16 discount
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
Reasonable price relative to book value
Strong operational efficiency at 21.3%
Generating 2.1B 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
Expensive relative to growth rate
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 : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.
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 : MDT
The primary concerns for MDT are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
ANET profiles as a growth stock while MDT is a value play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.61 — expect wider price swings.
ANET is growing revenue faster at 35.1% — sustainability is the question.
MDT generates stronger free cash flow (2.1B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (72/100 vs 62/100), 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 →Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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