Arista Networks (ANET)vsCanaan Inc (CAN)
ANET
Arista Networks
$135.01
+3.22%
TECHNOLOGY · Cap: $164.71B
CAN
Canaan Inc
$0.43
-2.99%
TECHNOLOGY · Cap: $297.25M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 1600% more annual revenue ($9.01B vs $529.74M). ANET leads profitability with a 39.0% profit margin vs -39.7%. ANET earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
CAN
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.4%
Fair Value
$102.74
Current Price
$135.01
$32.27 premium
Intrinsic value data unavailable for CAN.
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
Reasonable price relative to book value
Revenue surging 121.1% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 13.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of -59.8% — below average capital efficiency
Earnings declined 91.6%
Currently unprofitable
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 : CAN
The strongest argument for CAN centers on Price/Book, Revenue Growth. Revenue growth of 121.1% demonstrates continued momentum.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 47.6x leaves little room for execution misses.
Bear Case : CAN
The primary concerns for CAN are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
ANET profiles as a growth stock while CAN is a hypergrowth play — different risk/reward profiles.
CAN carries more volatility with a beta of 2.50 — expect wider price swings.
CAN is growing revenue faster at 121.1% — sustainability is the question.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ANET scores higher overall (69/100 vs 40/100), backed by strong 39.0% margins and 28.9% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Canaan Inc
TECHNOLOGY · COMPUTER HARDWARE · China
Canaan Inc. is engaged in the research, design and sale of IC end system products by integrating bitcoin mining IC products and related components mainly in the People's Republic of China. The company is headquartered in Hangzhou, the People's Republic of China.
Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?