Arista Networks (ANET)vsEbang International Holdings (EBON)
ANET
Arista Networks
$166.15
+3.58%
TECHNOLOGY · Cap: $220.77B
EBON
Ebang International Holdings
$2.10
+0.14%
TECHNOLOGY · Cap: $13.16M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 148438% more annual revenue ($9.71B vs $6.54M). ANET leads profitability with a 38.3% profit margin vs -215.6%. ANET earns a higher WallStSmart Score of 72/100 (B).
ANET
Strong Buy72
out of 100
Grade: B
EBON
Avoid26
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.8%
Fair Value
$465.25
Current Price
$166.15
$299.10 discount
Margin of Safety
+49.0%
Fair Value
$5.29
Current Price
$2.10
$3.19 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 42.7%
Revenue surging 35.1% year-over-year
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -5.6% — below average capital efficiency
Revenue declined 21.3%
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 38.3% and operating margin at 42.7%. Revenue growth of 35.1% demonstrates continued momentum.
Bull Case : EBON
The strongest argument for EBON centers on Price/Book, Debt/Equity, Altman Z-Score.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 60.3x leaves little room for execution misses.
Bear Case : EBON
The primary concerns for EBON are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
ANET profiles as a growth stock while EBON is a turnaround play — different risk/reward profiles.
EBON carries more volatility with a beta of 2.99 — 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 (72/100 vs 26/100), backed by strong 38.3% margins and 35.1% revenue growth. EBON offers better value entry with a 49.0% margin of safety. Both earn "Strong Buy" and "Avoid" 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 →Ebang International Holdings
TECHNOLOGY · COMPUTER HARDWARE · China
Ebang International Holdings Inc. is dedicated to the research, design and development of application-specific integrated circuit chips and the manufacture of Bitcoin mining machines in China, the United States, Hong Kong and internationally. The company is headquartered in Hangzhou, China.
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