Arista Networks (ANET)vsCanadian Imperial Bank Of Commerce (CM)
ANET
Arista Networks
$155.27
-0.55%
TECHNOLOGY · Cap: $184.98B
CM
Canadian Imperial Bank Of Commerce
$108.74
-0.69%
FINANCIAL SERVICES · Cap: $106.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Imperial Bank Of Commerce generates 187% more annual revenue ($27.91B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 33.5%. ANET appears more attractively valued with a PEG of 1.82. CM earns a higher WallStSmart Score of 73/100 (B).
ANET
Strong Buy73
out of 100
Grade: B
CM
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.0%
Fair Value
$467.21
Current Price
$155.27
$311.94 discount
Intrinsic value data unavailable for CM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 28 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 44.7%
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
16.7% revenue growth
Areas to Watch
Expensive relative to growth rate
Trading at 14.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ANET
The strongest argument for ANET centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 38.3% and operating margin at 42.7%. Revenue growth of 35.1% demonstrates continued momentum.
Bull Case : CM
The strongest argument for CM centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.5% and operating margin at 44.7%. Revenue growth of 16.7% demonstrates continued momentum.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 50.5x leaves little room for execution misses.
Bear Case : CM
The primary concerns for CM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.66 is elevated, increasing financial risk.
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 COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ANET scores higher overall (73/100 vs 73/100), backed by strong 38.3% margins and 35.1% revenue growth. 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 →Canadian Imperial Bank Of Commerce
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Canadian Imperial Bank of Commerce, a diversified financial institution, offers a variety of financial products and services to personal, commercial, public sector, and institutional clients in Canada, the United States, and internationally. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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