Arista Networks (ANET)vsNano Dimension Ltd (NNDM)
ANET
Arista Networks
$166.15
+3.58%
TECHNOLOGY · Cap: $220.77B
NNDM
Nano Dimension Ltd
$1.56
-4.29%
TECHNOLOGY · Cap: $315.90M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 8145% more annual revenue ($9.71B vs $117.76M). ANET leads profitability with a 38.3% profit margin vs -286.7%. ANET earns a higher WallStSmart Score of 72/100 (B).
ANET
Strong Buy72
out of 100
Grade: B
NNDM
Hold39
out of 100
Grade: F
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 NNDM.
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
Reasonable price relative to book value
Revenue surging 106.4% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -69.5% — below average capital efficiency
Negative free cash flow — burning cash
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 : NNDM
The strongest argument for NNDM centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 106.4% demonstrates continued momentum.
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 : NNDM
The primary concerns for NNDM are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
ANET profiles as a growth stock while NNDM is a hypergrowth play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.67 — expect wider price swings.
NNDM is growing revenue faster at 106.4% — 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 39/100), backed by strong 38.3% margins and 35.1% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Nano Dimension Ltd
TECHNOLOGY · COMPUTER HARDWARE · USA
Nano Dimension Ltd., provides additive electronics in Israel and internationally. The company is headquartered in Ness Ziona, Israel.
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