Arista Networks (ANET)vsUBS Group AG (UBS)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
UBS
UBS Group AG
$47.01
-1.40%
FINANCIAL SERVICES · Cap: $165.40B
Smart Verdict
WallStSmart Research — data-driven comparison
UBS Group AG generates 428% more annual revenue ($51.31B vs $9.71B). ANET leads profitability with a 38.3% profit margin vs 17.8%. UBS appears more attractively valued with a PEG of 0.90. UBS earns a higher WallStSmart Score of 79/100 (B+).
ANET
Strong Buy72
out of 100
Grade: B
UBS
Strong Buy79
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 UBS.
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 31.5%
Earnings expanding 84.4% YoY
Large-cap with strong market position
Growing faster than its price suggests
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
Distress zone — elevated risk
Elevated debt levels
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 : UBS
The strongest argument for UBS centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 17.8% and operating margin at 31.5%. Revenue growth of 13.8% 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 : UBS
The primary concerns for UBS are Altman Z-Score, Debt/Equity. Debt-to-equity of 4.23 is elevated, increasing financial risk.
Key Dynamics to Monitor
ANET profiles as a growth stock while UBS 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.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBS scores higher overall (79/100 vs 72/100), backed by strong 17.8% margins and 13.8% 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 →UBS Group AG
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.
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