Arista Networks (ANET)vsDell Technologies Inc (DELL)
ANET
Arista Networks
$199.39
-0.07%
TECHNOLOGY · Cap: $238.36B
DELL
Dell Technologies Inc
$568.06
-3.46%
TECHNOLOGY · Cap: $360.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1334% more annual revenue ($151.20B vs $10.54B). ANET leads profitability with a 38.4% profit margin vs 7.5%. DELL appears more attractively valued with a PEG of 0.60. ANET earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy78
out of 100
Grade: B+
DELL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.3%
Fair Value
$592.77
Current Price
$199.39
$393.38 discount
Intrinsic value data unavailable for DELL.
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
Mega-cap, among the largest globally
Every $100 of equity generates 44 in profit
Revenue surging 57.7% year-over-year
Earnings expanding 272.9% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Trading at 17.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
7.5% margin — thin
Distress zone — elevated risk
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 : DELL
The strongest argument for DELL centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 57.7% demonstrates continued momentum. PEG of 0.60 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 : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Key Dynamics to Monitor
ANET profiles as a growth stock while DELL is a hypergrowth play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.62 — expect wider price swings.
DELL is growing revenue faster at 57.7% — 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 76/100), backed by strong 38.4% margins and 37.7% 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 →Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?