Arista Networks (ANET)vsSynchrony Financial (SYF)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
SYF
Synchrony Financial
$70.77
+1.55%
FINANCIAL SERVICES · Cap: $24.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Synchrony Financial generates 2% more annual revenue ($9.89B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 36.4%. SYF appears more attractively valued with a PEG of 2.13. SYF earns a higher WallStSmart Score of 77/100 (B+).
ANET
Strong Buy72
out of 100
Grade: B
SYF
Strong Buy77
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 SYF.
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
Attractively priced relative to earnings
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 48.0%
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Earnings expanding 20.1% 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
Expensive relative to growth rate
Distress zone — elevated risk
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 : SYF
The strongest argument for SYF centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 36.4% and operating margin at 48.0%.
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 : SYF
The primary concerns for SYF are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
ANET profiles as a growth stock while SYF 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.
SYF generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
SYF scores higher overall (77/100 vs 72/100), backed by strong 36.4% margins. 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 →Synchrony Financial
FINANCIAL SERVICES · CREDIT SERVICES · USA
Synchrony Financial is a consumer financial services company headquartered in Stamford, Connecticut, United States. The company offers consumer financing products, including credit, promotional financing and loyalty programs, installment lending to industries, and FDIC-insured consumer savings products through Synchrony Bank, its wholly owned online bank subsidiary.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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