Stock comparison
Arista Networks
Dropbox
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
$183.22B
Sector
Technology
DBX
Dropbox
Market cap
$6.93B
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 | DBX | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 70B | ANET |
| Benjamin Graham | 88A | 54C | ANET |
| Philip Fisher | 97A | 69B | ANET |
| Peter Lynch | 72B | 49D | ANET |
| Joel Greenblatt | 66C | 47D | ANET |
| Charlie Munger | 87A | 66B | ANET |
| Terry Smith | 91A | 69B | ANET |
Side-by-side metrics
| Metric | ANET | DBX |
|---|---|---|
| Market cap | $183.22B | $6.93B |
| P/E (TTM) | 48.0x | 13.3x |
| EV/EBIT | 45.6x | 10.2x |
| ROIC (TTM) | 22.43% | 26.29% |
| Gross margin | 63.54% | 79.73% |
| Net margin | 38.32% | 18.71% |
| Revenue CAGR 5y | 32.2% | 3.96% |
| EPS CAGR 5y | 41.8% | 21.4% |
| Debt / Equity | - | - |
| Dividend yield | 0.0% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
ANET leads on
- Market cap$183.22Bvs $6.93B+96%
- Revenue CAGR 5y32.2%vs 3.96%+88%
- Net margin38.32%vs 18.71%+51%
- EPS CAGR 5y41.8%vs 21.4%+49%
DBX leads on
- Debt / Equity-vs -+100%
- EV/EBIT10.2xvs 45.6x+78%
- P/E (TTM)13.3xvs 48.0x+72%
- Gross margin79.73%vs 63.54%+20%
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.