Arista Networks (ANET)vsSony Group Corp (SONY)
ANET
Arista Networks
$188.67
-1.90%
TECHNOLOGY · Cap: $239.88B
SONY
Sony Group Corp
$23.46
+1.56%
TECHNOLOGY · Cap: $136.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 128425% more annual revenue ($12.48T vs $9.71B). ANET leads profitability with a 38.3% profit margin vs -2.6%. SONY appears more attractively valued with a PEG of 2.15. ANET earns a higher WallStSmart Score of 72/100 (B).
ANET
Strong Buy72
out of 100
Grade: B
SONY
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.5%
Fair Value
$555.63
Current Price
$188.67
$366.96 discount
Intrinsic value data unavailable for SONY.
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
Generating 379.7B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 17.6x book value
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of -4.2% — below average capital efficiency
Earnings declined 57.4%
Currently unprofitable
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 : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 63.7x leaves little room for execution misses.
Bear Case : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
ANET profiles as a growth stock while SONY is a turnaround 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.
SONY generates stronger free cash flow (379.7B), providing more financial flexibility.
Bottom Line
ANET scores higher overall (72/100 vs 45/100), backed by strong 38.3% margins and 35.1% 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 →Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
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