Arista Networks (ANET)vsTeck Resources Ltd Class B (TECK)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
TECK
Teck Resources Ltd Class B
$61.67
-2.13%
BASIC MATERIALS · Cap: $32.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Teck Resources Ltd Class B generates 28% more annual revenue ($12.41B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 14.9%. ANET appears more attractively valued with a PEG of 2.18. TECK earns a higher WallStSmart Score of 73/100 (B).
ANET
Strong Buy72
out of 100
Grade: B
TECK
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 TECK.
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
Strong operational efficiency at 39.8%
Revenue surging 72.2% year-over-year
Earnings expanding 128.8% YoY
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
Grey zone — moderate risk
ROE of 7.0% — below average capital efficiency
Expensive relative to growth rate
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 : TECK
The strongest argument for TECK centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 72.2% 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 : TECK
The primary concerns for TECK are Altman Z-Score, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
ANET carries more volatility with a beta of 1.61 — expect wider price swings.
TECK is growing revenue faster at 72.2% — sustainability is the question.
ANET generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TECK scores higher overall (73/100 vs 72/100) and 72.2% 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 →Teck Resources Ltd Class B
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Teck Resources Limited is dedicated to exploring, acquiring, developing and producing natural resources in Asia, Europe and North America. The company is headquartered in Vancouver, Canada.
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