Arista Networks, Inc. vs CISCO SYSTEMS, INC., two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ANET and CSCO diverge most: on debt / equity, ANET reads 0.00 and CSCO reads 0.59; on p/s, ANET reads 26.24 and CSCO reads 7.44. The rest of the comparable metrics sit closer together. What ANET's price implies is a somewhat stretched bet versus history (whole-company basis). What CSCO's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ANET | CSCO |
|---|---|---|
| Price | $216.73 | $118.37 |
| Market cap | $276.5B | $471.3B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +21.2% |
| P/E | 68.6 | 35.5 |
| P/B | 18.69 | 9.37 |
| P/S | 26.24 | 7.44 |
| EV/EBITDA | 59.5 | 29.9 |
| Revenue growth | +32.3% | +11.7% |
| Gross margin | 62.9% | 64.1% |
| Operating margin | 45.4% | 24.7% |
| Net margin | 38.4% | 19.1% |
| Return on equity | 27.3% | 24.1% |
| Return on assets | 17.1% | 9.3% |
| Return on invested capital | 24.9% | 15.1% |
| FCF yield | 1.9% | 2.7% |
| Dividend yield | — | 1.4% |
| Debt / equity | 0.00 | 0.59 |
| Current ratio | 2.96 | 0.93 |
| Altman Z (solvency) | 8.00 | 4.15 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.