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 0.71; on revenue growth, ANET reads +30.5% and CSCO reads +9.2%. 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 | $180.32 | $116.00 |
| Market cap | $229.7B | $461.9B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Mature |
| P/E | 62.0 | 38.5 |
| P/B | 17.03 | 9.45 |
| P/S | 23.66 | 7.60 |
| EV/EBITDA | 53.5 | 34.5 |
| Revenue growth | +30.5% | +9.2% |
| Gross margin | 61.9% | 63.6% |
| Operating margin | 42.7% | 25.0% |
| Net margin | 38.3% | 19.7% |
| Return on equity | 27.6% | 24.5% |
| Return on assets | 17.2% | 9.5% |
| Return on invested capital | 24.8% | 14.2% |
| FCF yield | 2.3% | 2.5% |
| Dividend yield | — | 1.4% |
| Debt / equity | 0.00 | 0.71 |
| Current ratio | 2.83 | 0.92 |
| Altman Z (solvency) | 7.97 | 4.18 |
| Piotroski F (quality) | 5 / 9 | 6 / 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.