Arista Networks (ANET)vsTesla Inc (TSLA)
ANET
Arista Networks
$131.22
-3.70%
TECHNOLOGY · Cap: $165.24B
TSLA
Tesla Inc
$367.96
-3.24%
CONSUMER CYCLICAL · Cap: $1.50T
Smart Verdict
WallStSmart Research — data-driven comparison
Tesla Inc generates 953% more annual revenue ($94.83B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 4.0%. 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-
TSLA
Avoid23
out of 100
Grade: F
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
-5081.2%
Fair Value
$7.34
Current Price
$367.96
$360.62 premium
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
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
Generating 1.4B 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
Trading at 16.8x book value
ROE of 4.9% — below average capital efficiency
4.0% margin — thin
Operating margin of 4.7%
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 : TSLA
The strongest argument for TSLA centers on Market Cap, Debt/Equity, Free Cash Flow.
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 : TSLA
The primary concerns for TSLA are Price/Book, Return on Equity, Profit Margin. A P/E of 369.7x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ANET profiles as a growth stock while TSLA is a value play — different risk/reward profiles.
TSLA carries more volatility with a beta of 1.93 — expect wider price swings.
ANET is growing revenue faster at 28.9% — sustainability is the question.
TSLA generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (69/100 vs 23/100), backed by strong 39.0% margins and 28.9% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Tesla Inc
CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA
Tesla, Inc. is an American electric vehicle and clean energy company based in Palo Alto, California. Tesla's current products include electric cars, battery energy storage from home to grid-scale, solar panels and solar roof tiles, as well as other related products and services. In 2020, Tesla had the highest sales in the plug-in and battery electric passenger car segments, capturing 16% of the plug-in market (which includes plug-in hybrids) and 23% of the battery-electric (purely electric) market. Through its subsidiary Tesla Energy, the company develops and is a major installer of solar photovoltaic energy generation systems in the United States. Tesla Energy is also one of the largest global suppliers of battery energy storage systems, with 3 GWh of battery storage supplied in 2020.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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