Arista Networks (ANET)vsNVIDIA Corporation (NVDA)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
NVDA
NVIDIA Corporation
$205.10
+2.95%
TECHNOLOGY · Cap: $5.15T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 2511% more annual revenue ($253.49B vs $9.71B). NVDA leads profitability with a 63.0% profit margin vs 38.3%. NVDA appears more attractively valued with a PEG of 0.63. NVDA earns a higher WallStSmart Score of 80/100 (A-).
ANET
Strong Buy72
out of 100
Grade: B
NVDA
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.9%
Fair Value
$465.25
Current Price
$166.15
$299.10 discount
Margin of Safety
-73.9%
Fair Value
$119.30
Current Price
$205.10
$85.80 premium
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
Every $100 of equity generates 82 in profit
Keeps 63 of every $100 in revenue as profit
Strong operational efficiency at 65.6%
Revenue surging 85.2% year-over-year
Earnings expanding 214.5% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 25.4x book value
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 : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 63.0% and operating margin at 65.6%. Revenue growth of 85.2% 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 : NVDA
The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.
Key Dynamics to Monitor
NVDA carries more volatility with a beta of 2.20 — expect wider price swings.
NVDA is growing revenue faster at 85.2% — sustainability is the question.
NVDA generates stronger free cash flow (48.6B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVDA scores higher overall (80/100 vs 72/100), backed by strong 63.0% margins and 85.2% revenue growth. ANET offers better value entry with a 63.9% margin of safety. Both earn "Exceptional 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 →NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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