Arista Networks, Inc. vs WESTERN DIGITAL CORPORATION, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ANET and WDC diverge most: on debt / equity, ANET reads 0.00 and WDC reads 0.33; on p/e, ANET reads 62.0 and WDC reads 32.5. 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 WDC'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 | WDC |
|---|---|---|
| Price | $180.32 | $544.61 |
| Market cap | $229.7B | $187.7B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Growth | Growth |
| P/E | 62.0 | 32.5 |
| P/B | 17.03 | 19.39 |
| P/S | 23.66 | 15.94 |
| EV/EBITDA | 53.5 | 63.8 |
| Revenue growth | +30.5% | +32.0% |
| Gross margin | 61.9% | 50.2% |
| Operating margin | 42.7% | 35.7% |
| Net margin | 38.3% | 40.7% |
| Return on equity | 27.6% | 49.6% |
| Return on assets | 17.2% | 31.9% |
| Return on invested capital | 24.8% | 21.3% |
| FCF yield | 2.3% | 1.6% |
| Dividend yield | — | 0.0% |
| Debt / equity | 0.00 | 0.33 |
| Current ratio | 2.83 | 1.49 |
| Altman Z (solvency) | 7.97 | 7.86 |
| 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.