Arista Networks (ANET)vsCanadian Natural Resources Ltd (CNQ)
ANET
Arista Networks
$136.43
-3.77%
TECHNOLOGY · Cap: $178.49B
CNQ
Canadian Natural Resources Ltd
$46.92
+3.83%
ENERGY · Cap: $92.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Natural Resources Ltd generates 299% more annual revenue ($38.76B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 27.9%. ANET appears more attractively valued with a PEG of 2.40. ANET earns a higher WallStSmart Score of 71/100 (B).
ANET
Strong Buy71
out of 100
Grade: B
CNQ
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.3%
Fair Value
$480.01
Current Price
$136.43
$343.58 discount
Margin of Safety
+55.1%
Fair Value
$90.53
Current Price
$46.92
$43.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Attractively priced relative to earnings
Earnings expanding 371.8% YoY
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Trading at 12.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
1.5% revenue growth
Expensive relative to growth rate
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 38.3% and operating margin at 42.7%. Revenue growth of 35.1% demonstrates continued momentum.
Bull Case : CNQ
The strongest argument for CNQ centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 27.9% and operating margin at 19.6%.
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.
Bear Case : CNQ
The primary concerns for CNQ are Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
ANET profiles as a growth stock while CNQ is a value play — different risk/reward profiles.
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.
Bottom Line
ANET scores higher overall (71/100 vs 67/100), backed by strong 38.3% margins and 35.1% revenue growth. CNQ offers better value entry with a 55.1% 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 →Canadian Natural Resources Ltd
ENERGY · OIL & GAS E&P · USA
Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.
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