Arista Networks (ANET)vsQualcomm Incorporated (QCOM)
ANET
Arista Networks
$172.62
-0.05%
TECHNOLOGY · Cap: $217.46B
QCOM
Qualcomm Incorporated
$168.38
+10.79%
TECHNOLOGY · Cap: $177.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 394% more annual revenue ($44.49B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 22.3%. QCOM appears more attractively valued with a PEG of 0.76. QCOM earns a higher WallStSmart Score of 72/100 (B).
ANET
Strong Buy68
out of 100
Grade: B-
QCOM
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.4%
Fair Value
$449.02
Current Price
$172.62
$276.40 discount
Margin of Safety
+23.6%
Fair Value
$220.50
Current Price
$168.38
$52.12 discount
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 36 in profit
Earnings expanding 173.0% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 17.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 3.5%
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 : QCOM
The strongest argument for QCOM centers on Return on Equity, EPS Growth, Altman Z-Score. Profitability is solid with margins at 22.3% and operating margin at 22.1%. PEG of 0.76 suggests the stock is reasonably priced for its growth.
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 : QCOM
The primary concerns for QCOM are Revenue Growth.
Key Dynamics to Monitor
ANET profiles as a growth stock while QCOM is a declining 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.
QCOM generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
QCOM scores higher overall (72/100 vs 68/100), backed by strong 22.3% margins. ANET offers better value entry with a 70.4% 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 →Qualcomm Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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