Arista Networks, Inc. vs Dell Technologies Inc., two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ANET and DELL diverge most: on p/s, ANET reads 26.24 and DELL reads 2.53; on net margin, ANET reads 38.4% and DELL reads 7.1%. 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 DELL'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 | DELL |
|---|---|---|
| Price | $216.73 | $585.91 |
| Market cap | $276.5B | $382.0B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | +32.4% |
| P/E | 68.6 | 34.1 |
| P/B | 18.69 | — |
| P/S | 26.24 | 2.53 |
| EV/EBITDA | 59.5 | 26.3 |
| Revenue growth | +32.3% | +48.9% |
| Gross margin | 62.9% | 20.9% |
| Operating margin | 45.4% | 11.5% |
| Net margin | 38.4% | 7.1% |
| Return on equity | 27.3% | — |
| Return on assets | 17.1% | 8.5% |
| Return on invested capital | 24.9% | 34.8% |
| FCF yield | 1.9% | 2.2% |
| Dividend yield | — | 0.4% |
| Debt / equity | 0.00 | — |
| Current ratio | 2.96 | 0.96 |
| Altman Z (solvency) | 8.00 | 3.19 |
| Piotroski F (quality) | 6 / 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.