Arista Networks (ANET)vsWestern Digital Corporation (WDC)
ANET
Arista Networks
$199.49
-0.07%
TECHNOLOGY · Cap: $238.36B
WDC
Western Digital Corporation
$441.36
+4.13%
TECHNOLOGY · Cap: $161.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Western Digital Corporation generates 23% more annual revenue ($12.92B vs $10.54B). WDC leads profitability with a 73.0% profit margin vs 38.4%. WDC appears more attractively valued with a PEG of 0.88. WDC earns a higher WallStSmart Score of 79/100 (B+).
ANET
Strong Buy78
out of 100
Grade: B+
WDC
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.3%
Fair Value
$592.77
Current Price
$199.49
$393.28 discount
Intrinsic value data unavailable for WDC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Revenue surging 37.7% year-over-year
Safe zone — low bankruptcy risk
Every $100 of equity generates 27 in profit
Every $100 of equity generates 106 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 43.6%
Revenue surging 43.8% year-over-year
Earnings expanding 984.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 17.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 21.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ANET
The strongest argument for ANET centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 38.4% and operating margin at 45.4%. Revenue growth of 37.7% demonstrates continued momentum.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 73.0% and operating margin at 43.6%. Revenue growth of 43.8% demonstrates continued momentum.
Bear Case : ANET
The primary concerns for ANET are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 61.0x leaves little room for execution misses.
Bear Case : WDC
The primary concerns for WDC are Price/Book.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 2.18 — expect wider price swings.
WDC is growing revenue faster at 43.8% — sustainability is the question.
ANET generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDC scores higher overall (79/100 vs 78/100), backed by strong 73.0% margins and 43.8% revenue growth. ANET offers better value entry with a 66.3% 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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