Arista Networks (ANET)vsS&P Global Inc (SPGI)
ANET
Arista Networks
$131.22
-3.70%
TECHNOLOGY · Cap: $165.24B
SPGI
S&P Global Inc
$424.43
-0.40%
FINANCIAL SERVICES · Cap: $128.52B
Smart Verdict
WallStSmart Research — data-driven comparison
S&P Global Inc generates 70% more annual revenue ($15.34B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 29.1%. SPGI appears more attractively valued with a PEG of 1.50. ANET earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
SPGI
Strong Buy67
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
+38.0%
Fair Value
$685.15
Current Price
$424.43
$260.72 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
Strong operational efficiency at 38.3%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Earnings expanding 32.0% YoY
Generating 1.7B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 13.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
Moderate valuation
Grey zone — moderate risk
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 : SPGI
The strongest argument for SPGI centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 38.3%.
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 : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
ANET profiles as a growth stock while SPGI 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.
SPGI generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (69/100 vs 67/100), backed by strong 39.0% margins and 28.9% revenue growth. SPGI offers better value entry with a 38.0% 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 →S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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