Arista Networks (ANET)vsCanaan Inc (CAN)
ANET
Arista Networks
$199.59
+5.61%
TECHNOLOGY · Cap: $238.36B
CAN
Canaan Inc
$0.34
+9.04%
TECHNOLOGY · Cap: $251.49M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 1968% more annual revenue ($10.54B vs $509.65M). ANET leads profitability with a 38.4% profit margin vs -41.7%. ANET earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy78
out of 100
Grade: B+
CAN
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.5%
Fair Value
$595.13
Current Price
$199.59
$395.54 discount
Margin of Safety
+89.2%
Fair Value
$5.20
Current Price
$0.34
$4.86 discount
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Trading at 17.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of -55.7% — below average capital efficiency
Revenue declined 24.3%
Earnings declined 91.6%
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 : CAN
The strongest argument for CAN centers on Price/Book, Debt/Equity.
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 : CAN
The primary concerns for CAN are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
ANET profiles as a growth stock while CAN is a turnaround play — different risk/reward profiles.
CAN carries more volatility with a beta of 2.73 — expect wider price swings.
ANET is growing revenue faster at 37.7% — sustainability is the question.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ANET scores higher overall (78/100 vs 30/100), backed by strong 38.4% margins and 37.7% revenue growth. CAN offers better value entry with a 89.2% margin of safety. 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 →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.
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