Stock comparison
Arista Networks
Salesforce
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
$191.76B
Sector
Technology
CRM
Salesforce
Market cap
$172.3B
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 | CRM | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 60C | ANET |
| Benjamin Graham | 88A | 59C | ANET |
| Philip Fisher | 97A | 66C | ANET |
| Peter Lynch | 72B | 53C | ANET |
| Joel Greenblatt | 66C | 39D | ANET |
| Charlie Munger | 87A | 46D | ANET |
| Terry Smith | 91A | 51D | ANET |
Side-by-side metrics
| Metric | ANET | CRM |
|---|---|---|
| Market cap | $191.76B | $172.3B |
| P/E (TTM) | 48.0x | 21.8x |
| EV/EBIT | 45.6x | 19.6x |
| ROIC (TTM) | 22.43% | 8.76% |
| Gross margin | 63.54% | 77.68% |
| Net margin | 38.32% | 17.96% |
| Revenue CAGR 5y | 32.2% | 11.89% |
| EPS CAGR 5y | 41.8% | 51.0% |
| Debt / Equity | - | 0.3x |
| Dividend yield | 0.0% | 0.97% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
ANET leads on
- Debt / Equity-vs 0.3x+100%
- Revenue CAGR 5y32.2%vs 11.89%+63%
- ROIC (TTM)22.43%vs 8.76%+61%
- Net margin38.32%vs 17.96%+53%
CRM leads on
- Dividend yield0.97%vs 0.0%+100%
- EV/EBIT19.6xvs 45.6x+57%
- P/E (TTM)21.8xvs 48.0x+55%
- Gross margin77.68%vs 63.54%+18%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.