Arista Networks (ANET)vsDuke Energy Corporation (DUK)
ANET
Arista Networks
$172.71
+2.39%
TECHNOLOGY · Cap: $212.40B
DUK
Duke Energy Corporation
$129.55
+2.40%
UTILITIES · Cap: $100.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Duke Energy Corporation generates 253% more annual revenue ($31.79B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 15.6%. ANET appears more attractively valued with a PEG of 2.34. ANET earns a higher WallStSmart Score of 68/100 (B-).
ANET
Strong Buy68
out of 100
Grade: B-
DUK
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.5%
Fair Value
$450.90
Current Price
$172.71
$278.19 discount
Margin of Safety
-64.7%
Fair Value
$78.65
Current Price
$129.55
$50.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 41.5%
Safe zone — low bankruptcy risk
Revenue surging 28.9% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 28.1%
Areas to Watch
Expensive relative to growth rate
Trading at 17.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : ANET
The strongest argument for ANET centers on Market Cap, Return on Equity, Profit 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 : DUK
The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.6% and operating margin at 28.1%.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 61.3x leaves little room for execution misses.
Bear Case : DUK
The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.75 is elevated, increasing financial risk.
Key Dynamics to Monitor
ANET profiles as a growth stock while DUK is a mature play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.48 — 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 (68/100 vs 59/100), 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.
Visit Website →Duke Energy Corporation
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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