Arista Networks (ANET)vsSony Group Corp (SONY)
ANET
Arista Networks
$131.22
-3.70%
TECHNOLOGY · Cap: $165.24B
SONY
Sony Group Corp
$20.22
-1.94%
TECHNOLOGY · Cap: $120.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 146144% more annual revenue ($13.17T vs $9.01B). ANET leads profitability with a 39.0% profit margin vs -1.6%. ANET appears more attractively valued with a PEG of 1.85. ANET earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
SONY
Hold47
out of 100
Grade: D+
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
+8.0%
Fair Value
$24.87
Current Price
$20.22
$4.65 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
Revenue surging 50.0% year-over-year
Generating 898.5B in free cash flow
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
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
Currently unprofitable
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 : SONY
The strongest argument for SONY centers on Revenue Growth, Free Cash Flow, Market Cap. Revenue growth of 50.0% 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 : SONY
The primary concerns for SONY are PEG Ratio, Profit Margin.
Key Dynamics to Monitor
ANET profiles as a growth stock while SONY is a hypergrowth play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.46 — expect wider price swings.
SONY is growing revenue faster at 50.0% — sustainability is the question.
SONY generates stronger free cash flow (898.5B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (69/100 vs 47/100), backed by strong 39.0% margins and 28.9% 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 →Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
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