Arista Networks (ANET)vsKey Tronic Corporation (KTCC)
ANET
Arista Networks
$135.01
+3.22%
TECHNOLOGY · Cap: $164.71B
KTCC
Key Tronic Corporation
$2.66
-0.56%
TECHNOLOGY · Cap: $30.95M
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 1970% more annual revenue ($9.01B vs $435.06M). ANET leads profitability with a 39.0% profit margin vs -2.7%. KTCC appears more attractively valued with a PEG of 0.82. ANET earns a higher WallStSmart Score of 69/100 (B-).
ANET
Strong Buy69
out of 100
Grade: B-
KTCC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.4%
Fair Value
$102.74
Current Price
$135.01
$32.27 premium
Intrinsic value data unavailable for KTCC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Large-cap with strong market position
Revenue surging 28.9% year-over-year
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 13.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Operating margin of 1.1%
ROE of -9.8% — below average capital efficiency
Earnings declined 88.1%
Comparative Analysis Report
WallStSmart ResearchBull 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 : KTCC
The strongest argument for KTCC centers on Price/Book, PEG Ratio. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.82 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 : KTCC
The primary concerns for KTCC are Market Cap, Operating Margin, Return on Equity.
Key Dynamics to Monitor
ANET profiles as a growth stock while KTCC is a turnaround play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.46 — 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 49/100), backed by strong 39.0% margins and 28.9% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Key Tronic Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Key Tronic Corporation, operating as KeyTronicEMS Co., provides electronic manufacturing services and solutions (EMS) to original equipment manufacturers in the United States and internationally. The company is headquartered in Spokane Valley, Washington.
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