Arista Networks (ANET)vsTeck Resources Ltd Class B (TECK)
ANET
Arista Networks
$131.22
-3.70%
TECHNOLOGY · Cap: $165.24B
TECK
Teck Resources Ltd Class B
$45.36
-4.22%
BASIC MATERIALS · Cap: $22.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Teck Resources Ltd Class B generates 19% more annual revenue ($10.76B vs $9.01B). ANET leads profitability with a 39.0% profit margin vs 13.0%. TECK appears more attractively valued with a PEG of 0.96. TECK earns a higher WallStSmart Score of 73/100 (B).
ANET
Strong Buy69
out of 100
Grade: B-
TECK
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-28.9%
Fair Value
$103.11
Current Price
$131.22
$28.11 premium
Margin of Safety
+37.4%
Fair Value
$96.41
Current Price
$45.36
$51.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 31 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 41.5%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Revenue surging 28.9% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 32.6%
Growing faster than its price suggests
Earnings expanding 42.5% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 13.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 4.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ANET
The strongest argument for ANET centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 39.0% and operating margin at 41.5%. Revenue growth of 28.9% demonstrates continued momentum.
Bull Case : TECK
The strongest argument for TECK centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.96 suggests the stock is reasonably priced for its growth.
Bear Case : ANET
The primary concerns for ANET are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 47.5x leaves little room for execution misses.
Bear Case : TECK
The primary concerns for TECK are Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
ANET profiles as a growth stock while TECK is a value play — different risk/reward profiles.
TECK carries more volatility with a beta of 1.53 — expect wider price swings.
ANET is growing revenue faster at 28.9% — sustainability is the question.
ANET generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
TECK scores higher overall (73/100 vs 69/100). 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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