Arista Networks (ANET)vsWheaton Precious Metals Corp (WPM)
ANET
Arista Networks
$166.15
+2.87%
TECHNOLOGY · Cap: $212.91B
WPM
Wheaton Precious Metals Corp
$116.23
-2.61%
BASIC MATERIALS · Cap: $57.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Arista Networks generates 254% more annual revenue ($9.71B vs $2.75B). WPM leads profitability with a 65.5% profit margin vs 38.3%. WPM appears more attractively valued with a PEG of 0.43. WPM earns a higher WallStSmart Score of 78/100 (B+).
ANET
Strong Buy72
out of 100
Grade: B
WPM
Strong Buy78
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
Margin of Safety
-54.1%
Fair Value
$79.55
Current Price
$116.23
$36.68 premium
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
Growing faster than its price suggests
Keeps 66 of every $100 in revenue as profit
Strong operational efficiency at 75.0%
Revenue surging 91.6% year-over-year
Earnings expanding 128.8% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
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 : WPM
The strongest argument for WPM centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 65.5% and operating margin at 75.0%. Revenue growth of 91.6% 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 : WPM
The primary concerns for WPM are P/E Ratio.
Key Dynamics to Monitor
ANET carries more volatility with a beta of 1.61 — expect wider price swings.
WPM is growing revenue faster at 91.6% — 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
WPM scores higher overall (78/100 vs 72/100), backed by strong 65.5% margins and 91.6% 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 →Wheaton Precious Metals Corp
BASIC MATERIALS · GOLD · USA
Wheaton Precious Metals Corp. The company is headquartered in Vancouver, Canada.
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