Arista Networks (ANET)vsLogitech International SA (LOGI)
ANET
Arista Networks
$199.59
+5.61%
TECHNOLOGY · Cap: $238.36B
LOGI
Logitech International SA
$102.70
+2.94%
TECHNOLOGY · Cap: $14.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 114% more annual revenue ($10.54B vs $4.92B). ANET leads profitability with a 38.4% profit margin vs 16.3%. 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+
LOGI
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.5%
Fair Value
$595.13
Current Price
$199.59
$395.54 discount
Intrinsic value data unavailable for LOGI.
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 34 in profit
Earnings expanding 66.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.2%
Areas to Watch
Trading at 17.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Weak financial health signals
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 : LOGI
The strongest argument for LOGI centers on Return on Equity, EPS Growth, Debt/Equity. Profitability is solid with margins at 16.3% and operating margin at 21.2%.
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 : LOGI
The primary concerns for LOGI are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
ANET profiles as a growth stock while LOGI is a mature 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.
ANET generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (78/100 vs 70/100), 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 →Logitech International SA
TECHNOLOGY · COMPUTER HARDWARE · USA
Logitech International SA designs, manufactures and markets products that help people connect to digital and cloud experiences globally. The company is headquartered in Lausanne, Switzerland.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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