Arista Networks (ANET)vsMitsubishi UFJ Financial Group Inc ADR (MUFG)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
MUFG
Mitsubishi UFJ Financial Group Inc ADR
$19.91
+1.59%
FINANCIAL SERVICES · Cap: $227.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Mitsubishi UFJ Financial Group Inc ADR generates 87586% more annual revenue ($8.51T vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 28.5%. MUFG appears more attractively valued with a PEG of 1.73. MUFG earns a higher WallStSmart Score of 73/100 (B).
ANET
Strong Buy72
out of 100
Grade: B
MUFG
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.9%
Fair Value
$465.25
Current Price
$166.15
$299.10 discount
Intrinsic value data unavailable for MUFG.
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
Mega-cap, among the largest globally
Strong operational efficiency at 39.5%
Generating 8.1T in free cash flow
Keeps 29 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
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 : MUFG
The strongest argument for MUFG centers on Market Cap, Operating Margin, Free Cash Flow. Profitability is solid with margins at 28.5% and operating margin at 39.5%. Revenue growth of 11.7% demonstrates continued momentum.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 58.1x leaves little room for execution misses.
Bear Case : MUFG
The primary concerns for MUFG are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.52 is elevated, increasing financial risk.
Key Dynamics to Monitor
ANET profiles as a growth stock while MUFG is a mature play — different risk/reward profiles.
ANET carries more volatility with a beta of 1.61 — expect wider price swings.
ANET is growing revenue faster at 35.1% — sustainability is the question.
MUFG generates stronger free cash flow (8.1T), providing more financial flexibility.
Bottom Line
MUFG scores higher overall (73/100 vs 72/100), backed by strong 28.5% margins and 11.7% revenue growth. ANET offers better value entry with a 63.9% margin of safety. 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 →Mitsubishi UFJ Financial Group Inc ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Mitsubishi UFJ Financial Group, Inc., a banking holding company, offers financial services in Japan, the United States, and Asia / Oceania. The company is headquartered in Tokyo, Japan.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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