Stock comparison
Arista Networks
Lumentum Holdings
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
ANET
Arista Networks
Market cap
$193.95B
Sector
Technology
LITE
Lumentum Holdings
Market cap
$73.67B
Sector
Technology
Overall winner
Arista Networks ANET
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | ANET | LITE | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 27F | ANET |
| Benjamin Graham | 88A | 62D | ANET |
| Philip Fisher |
Side-by-side metrics
| Metric | ANET | LITE |
|---|---|---|
| Market cap | $193.95B | $73.67B |
| P/E (TTM) | 48.0x | 157.8x |
| EV/EBIT | 45.6x | - |
| ROIC (TTM) | 22.43% | 3.7% |
| Gross margin | 63.54% | 37.71% |
| Net margin | 38.32% | 17.68% |
| Revenue CAGR 5y | 32.2% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
ANET leads on
- EPS CAGR 5y41.8%vs -39.25%+194%
- Revenue CAGR 5y32.2%vs -1.0%+103%
- Debt / Equity-vs 1.1x+100%
- ROIC (TTM)22.43%vs 3.7%
More like LITE
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Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.