Arista Networks (ANET)vsNewmont Goldcorp Corp (NEM)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
NEM
Newmont Goldcorp Corp
$108.35
-1.78%
BASIC MATERIALS · Cap: $115.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Newmont Goldcorp Corp generates 157% more annual revenue ($24.97B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 33.9%. ANET appears more attractively valued with a PEG of 2.18. NEM earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy72
out of 100
Grade: B
NEM
Strong Buy78
out of 100
Grade: B+
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
-79.6%
Fair Value
$60.39
Current Price
$108.35
$47.96 premium
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
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 61.4%
Revenue surging 45.8% year-over-year
Earnings expanding 78.6% YoY
Large-cap with strong market position
Every $100 of equity generates 24 in profit
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
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 : NEM
The strongest argument for NEM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 33.9% and operating margin at 61.4%. Revenue growth of 45.8% demonstrates continued momentum.
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 : NEM
The primary concerns for NEM are PEG Ratio.
Key Dynamics to Monitor
ANET carries more volatility with a beta of 1.61 — expect wider price swings.
NEM is growing revenue faster at 45.8% — sustainability is the question.
NEM generates stronger free cash flow (3.1B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NEM scores higher overall (78/100 vs 72/100), backed by strong 33.9% margins and 45.8% revenue growth. ANET offers better value entry with a 63.9% 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 →Newmont Goldcorp Corp
BASIC MATERIALS · GOLD · USA
Newmont Corporation, based in Greenwood Village, Colorado, United States, is one of the largest gold mining companies in the world.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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