Arista Networks (ANET)vs3D Systems Corporation (DDD)
ANET
Arista Networks
$187.81
-5.90%
TECHNOLOGY · Cap: $238.36B
DDD
3D Systems Corporation
$3.32
+1.68%
TECHNOLOGY · Cap: $551.61M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 2619% more annual revenue ($10.54B vs $387.64M). ANET leads profitability with a 38.4% profit margin vs -14.1%. DDD appears more attractively valued with a PEG of 0.85. ANET earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy78
out of 100
Grade: B+
DDD
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.5%
Fair Value
$595.13
Current Price
$187.81
$407.32 discount
Margin of Safety
+89.8%
Fair Value
$21.40
Current Price
$3.32
$18.08 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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 16.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -20.1% — below average capital efficiency
Revenue declined 0.3%
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 : DDD
The strongest argument for DDD centers on PEG Ratio, Price/Book. PEG of 0.85 suggests the stock is reasonably priced for its growth.
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 : DDD
The primary concerns for DDD are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
ANET profiles as a growth stock while DDD is a turnaround play — different risk/reward profiles.
DDD carries more volatility with a beta of 2.76 — expect wider price swings.
ANET is growing revenue faster at 37.7% — sustainability is the question.
ANET generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (78/100 vs 41/100), backed by strong 38.4% margins and 37.7% revenue growth. DDD offers better value entry with a 89.8% margin of safety. 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 →3D Systems Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
3D Systems Corporation provides 3D printing and digital manufacturing solutions in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Rock Hill, South Carolina.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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