WallStSmart

Arista Networks (ANET)vs3D Systems Corporation (DDD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arista Networks generates 2228% more annual revenue ($9.01B vs $386.90M). ANET leads profitability with a 39.0% profit margin vs 7.7%. DDD appears more attractively valued with a PEG of 0.85. ANET earns a higher WallStSmart Score of 69/100 (B-).

ANET

Strong Buy

69

out of 100

Grade: B-

Growth: 8.7Profit: 9.5Value: 7.3Quality: 7.3
Piotroski: 2/9Altman Z: 3.53

DDD

Buy

52

out of 100

Grade: C-

Growth: 2.7Profit: 3.5Value: 7.3Quality: 6.5
Piotroski: 4/9Altman Z: -1.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ANETSignificantly Overvalued (-29.4%)

Margin of Safety

-29.4%

Fair Value

$102.74

Current Price

$135.01

$32.27 premium

UndervaluedFair: $102.74Overvalued
DDDSignificantly Overvalued (-69.0%)

Margin of Safety

-69.0%

Fair Value

$1.29

Current Price

$2.07

$0.78 premium

UndervaluedFair: $1.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ANET6 strengths · Avg: 9.5/10
Return on EquityProfitability
31.4%10/10

Every $100 of equity generates 31 in profit

Profit MarginProfitability
39.0%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
41.5%10/10

Strong operational efficiency at 41.5%

Altman Z-ScoreHealth
3.5310/10

Safe zone — low bankruptcy risk

Market CapQuality
$164.71B9/10

Large-cap with strong market position

Revenue GrowthGrowth
28.9%8/10

Revenue surging 28.9% year-over-year

DDD3 strengths · Avg: 9.3/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

PEG RatioValuation
0.858/10

Growing faster than its price suggests

Areas to Watch

ANET4 concerns · Avg: 3.3/10
PEG RatioValuation
1.854/10

Expensive relative to growth rate

Price/BookValuation
13.7x4/10

Trading at 13.7x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
47.6x2/10

Premium valuation, high expectations priced in

DDD4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$281.91M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

Revenue GrowthGrowth
-4.3%2/10

Revenue declined 4.3%

Comparative Analysis Report

WallStSmart Research

Bull 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 : DDD

The strongest argument for DDD centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.85 suggests the stock is reasonably priced for its growth.

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 : DDD

The primary concerns for DDD are EPS Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

ANET profiles as a growth stock while DDD is a value play — different risk/reward profiles.

DDD carries more volatility with a beta of 2.48 — expect wider price swings.

ANET is growing revenue faster at 28.9% — sustainability is the question.

ANET generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

ANET scores higher overall (69/100 vs 52/100), backed by strong 39.0% margins and 28.9% revenue growth. Both earn "Strong Buy" and "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.

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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.

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