Arista Networks (ANET)vsNasdaq Inc (NDAQ)
ANET
Arista Networks
$131.22
-3.70%
TECHNOLOGY · Cap: $165.24B
NDAQ
Nasdaq Inc
$86.34
+0.08%
FINANCIAL SERVICES · Cap: $49.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 72% more annual revenue ($9.01B vs $5.25B). ANET leads profitability with a 39.0% profit margin vs 34.1%. ANET appears more attractively valued with a PEG of 1.85. NDAQ earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
NDAQ
Strong Buy69
out of 100
Grade: B-
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
+44.4%
Fair Value
$144.61
Current Price
$86.34
$58.27 discount
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
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 47.6%
Earnings expanding 47.6% YoY
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
Moderate valuation
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 : NDAQ
The strongest argument for NDAQ centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 34.1% and operating margin at 47.6%. Revenue growth of 13.4% demonstrates continued momentum.
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 : NDAQ
The primary concerns for NDAQ are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
ANET profiles as a growth stock while NDAQ is a mature 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.
ANET generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (69/100 vs 69/100), backed by strong 39.0% margins and 28.9% revenue growth. NDAQ offers better value entry with a 44.4% margin of safety. Both earn "Strong Buy" and "Strong 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 →Nasdaq Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Nasdaq, Inc. is an American multinational financial services corporation that owns and operates stock exchanges in the United States and Europe. It is headquartered in New York City.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?