Arista Networks (ANET)vsSuper Micro Computer Inc (SMCI)
ANET
Arista Networks
$168.86
-8.34%
TECHNOLOGY · Cap: $212.97B
SMCI
Super Micro Computer Inc
$32.95
-4.30%
TECHNOLOGY · Cap: $23.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Super Micro Computer Inc generates 271% more annual revenue ($39.06B vs $10.54B). ANET leads profitability with a 38.4% profit margin vs 5.7%. SMCI appears more attractively valued with a PEG of 0.91. SMCI earns a higher WallStSmart Score of 80/100 (B+).
ANET
Strong Buy78
out of 100
Grade: B+
SMCI
Strong Buy80
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.2%
Fair Value
$585.93
Current Price
$168.86
$417.07 discount
Intrinsic value data unavailable for SMCI.
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
Attractively priced relative to earnings
Revenue surging 93.2% year-over-year
Earnings expanding 434.7% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 14.4x book value
Weak financial health signals
Premium valuation, high expectations priced in
5.7% margin — thin
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 : SMCI
The strongest argument for SMCI centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 93.2% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bear Case : ANET
The primary concerns for ANET are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 53.3x leaves little room for execution misses.
Bear Case : SMCI
The primary concerns for SMCI are Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
ANET profiles as a growth stock while SMCI is a hypergrowth play — different risk/reward profiles.
SMCI carries more volatility with a beta of 2.01 — expect wider price swings.
SMCI is growing revenue faster at 93.2% — sustainability is the question.
ANET generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
SMCI scores higher overall (80/100 vs 78/100) and 93.2% revenue growth. ANET offers better value entry with a 71.2% 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 →Super Micro Computer Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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