Arista Networks, Inc. vs Palo Alto Networks, Inc, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ANET and PANW diverge most: on debt / equity, ANET reads 0.00 and PANW reads 0.06; on return on assets, ANET reads 17.1% and PANW reads 0.6%. 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 | PANW |
|---|---|---|
| Price | $216.73 | $418.92 |
| Market cap | $276.5B | $342.7B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| P/E | 68.6 | — |
| P/B | 18.69 | 12.46 |
| P/S | 26.24 | 29.85 |
| EV/EBITDA | 59.5 | 247.1 |
| Revenue growth | +32.3% | +24.1% |
| Gross margin | 62.9% | 67.6% |
| Operating margin | 45.4% | 5.0% |
| Net margin | 38.4% | 2.7% |
| Return on equity | 27.3% | 1.1% |
| Return on assets | 17.1% | 0.6% |
| Return on invested capital | 24.9% | 1.9% |
| FCF yield | 1.9% | 1.2% |
| Debt / equity | 0.00 | 0.06 |
| Current ratio | 2.96 | 0.87 |
| Altman Z (solvency) | 8.00 | 6.30 |
| 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.