Amazon.com Inc (AMZN)vsArista Networks (ANET)
AMZN
Amazon.com Inc
$272.68
+0.56%
CONSUMER CYCLICAL · Cap: $2.92T
ANET
Arista Networks
$141.77
+0.01%
TECHNOLOGY · Cap: $178.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Amazon.com Inc generates 7550% more annual revenue ($742.78B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 12.2%. AMZN appears more attractively valued with a PEG of 1.90. ANET earns a higher WallStSmart Score of 71/100 (B).
AMZN
Buy65
out of 100
Grade: C+
ANET
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.3%
Fair Value
$166.05
Current Price
$272.68
$106.63 premium
Margin of Safety
+72.4%
Fair Value
$482.15
Current Price
$141.77
$340.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 74.8% YoY
Every $100 of equity generates 24 in profit
16.6% revenue growth
Every $100 of equity generates 32 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 42.7%
Revenue surging 35.1% year-over-year
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 13.2x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AMZN
The strongest argument for AMZN centers on Market Cap, EPS Growth, Return on Equity. Revenue growth of 16.6% demonstrates continued momentum.
Bull Case : ANET
The strongest argument for ANET centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 38.3% and operating margin at 42.7%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : AMZN
The primary concerns for AMZN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 48.7x leaves little room for execution misses.
Key Dynamics to Monitor
ANET carries more volatility with a beta of 1.67 — expect wider price swings.
ANET is growing revenue faster at 35.1% — sustainability is the question.
ANET generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ANET scores higher overall (71/100 vs 65/100), backed by strong 38.3% margins and 35.1% revenue growth. Both earn "Strong Buy" and "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.
Amazon.com Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Amazon.com, Inc. is an American multinational technology company which focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Microsoft, and Facebook. The company has been referred to as one of the most influential economic and cultural forces in the world, as well as the world's most valuable brand.
Visit Website →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 →Compare with Other INTERNET RETAIL Stocks
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