Arista Networks, Inc. vs INTERNATIONAL BUSINESS MACHINES CORPORATION, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ANET and IBM diverge most: on debt / equity, ANET reads 0.00 and IBM reads 1.79; on ev/ebitda, ANET reads 53.5 and IBM reads 483.2. The rest of the comparable metrics sit closer together. What ANET's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ANET | IBM |
|---|---|---|
| Price | $180.32 | $223.80 |
| Market cap | $229.7B | $213.3B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +9.9% |
| P/E | 62.0 | 19.8 |
| P/B | 17.03 | 6.18 |
| P/S | 23.66 | 3.09 |
| EV/EBITDA | 53.5 | 483.2 |
| Revenue growth | +30.5% | +8.0% |
| Gross margin | 61.9% | 57.7% |
| Operating margin | 42.7% | — |
| Net margin | 38.3% | 12.4% |
| Return on equity | 27.6% | 24.9% |
| Return on assets | 17.2% | 5.7% |
| Return on invested capital | 24.8% | — |
| FCF yield | 2.3% | 6.5% |
| Dividend yield | — | 3.0% |
| Debt / equity | 0.00 | 1.79 |
| Current ratio | 2.83 | 0.79 |
| Altman Z (solvency) | 7.97 | 2.92 |
| Piotroski F (quality) | 5 / 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.