Arista Networks (ANET)vsHP Inc (HPQ)
ANET
Arista Networks
$199.39
-0.07%
TECHNOLOGY · Cap: $238.36B
HPQ
HP Inc
$34.40
-0.75%
TECHNOLOGY · Cap: $29.43B
Smart Verdict
WallStSmart Research — data-driven comparison
HP Inc generates 461% more annual revenue ($59.16B vs $10.54B). ANET leads profitability with a 38.4% profit margin vs 4.1%. ANET appears more attractively valued with a PEG of 1.44. ANET earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy78
out of 100
Grade: B+
HPQ
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.3%
Fair Value
$592.77
Current Price
$199.39
$393.38 discount
Margin of Safety
+44.4%
Fair Value
$35.52
Current Price
$34.40
$1.12 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
Every $100 of equity generates 74 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 1.5B in free cash flow
Areas to Watch
Trading at 17.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
4.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 11.3%
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 : HPQ
The strongest argument for HPQ centers on Return on Equity, Debt/Equity, P/E Ratio. Revenue growth of 12.5% demonstrates continued momentum.
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 : HPQ
The primary concerns for HPQ are Profit Margin, Piotroski F-Score, PEG Ratio. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
ANET profiles as a growth stock while HPQ is a value play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.62 — expect wider price swings.
ANET is growing revenue faster at 37.7% — sustainability is the question.
HPQ generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (78/100 vs 52/100), backed by strong 38.4% margins and 37.7% revenue growth. HPQ offers better value entry with a 44.4% margin of safety. 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 →HP Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
HP Inc. is an American multinational information technology company headquartered in Palo Alto, California, that develops personal computers (PCs), printers and related supplies, as well as 3D printing solutions.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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