Arista Networks (ANET)vsTenet Healthcare Corporation (THC)
ANET
Arista Networks
$172.62
-0.05%
TECHNOLOGY · Cap: $217.46B
THC
Tenet Healthcare Corporation
$186.91
+0.84%
HEALTHCARE · Cap: $16.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Tenet Healthcare Corporation generates 143% more annual revenue ($21.86B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 7.8%. ANET appears more attractively valued with a PEG of 2.40. THC earns a higher WallStSmart Score of 72/100 (B).
ANET
Strong Buy68
out of 100
Grade: B-
THC
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
+78.9%
Fair Value
$1070.59
Current Price
$186.91
$883.68 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
Attractively priced relative to earnings
Every $100 of equity generates 30 in profit
Earnings expanding 87.6% YoY
Strong operational efficiency at 23.1%
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 17.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
7.8% margin — thin
Expensive relative to growth rate
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 : THC
The strongest argument for THC centers on P/E Ratio, Return on Equity, EPS Growth. Revenue growth of 11.7% demonstrates continued momentum.
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 : THC
The primary concerns for THC are Altman Z-Score, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
ANET profiles as a growth stock while THC is a value 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.
THC generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
THC scores higher overall (72/100 vs 68/100) and 11.7% revenue growth. 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 →Tenet Healthcare Corporation
HEALTHCARE · MEDICAL CARE FACILITIES · USA
Tenet Healthcare Corporation is a diversified health services company. The company is headquartered in Dallas, Texas.
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