Stock comparison
Arista Networks
Lam Research
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
LRCX
Lam Research
Market cap
$385.48B
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 | LRCX | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 78B | LRCX |
| Benjamin Graham | 88A | 88A | Tie |
| Philip Fisher | 97A | 76B | ANET |
| Peter Lynch | 72B | 69B | ANET |
| Joel Greenblatt | 66C | 84C | LRCX |
| Charlie Munger | 87A | 86A | ANET |
| Terry Smith | 91A | 88A | ANET |
Side-by-side metrics
| Metric | ANET | LRCX |
|---|---|---|
| Market cap | $191.76B | $385.48B |
| P/E (TTM) | 48.0x | 55.4x |
| EV/EBIT | 45.6x | 62.9x |
| ROIC (TTM) | 22.43% | 42.79% |
| Gross margin | 63.54% | 49.98% |
| Net margin | 38.32% | 30.94% |
| Revenue CAGR 5y | 32.2% | 5.96% |
| EPS CAGR 5y | 41.8% | 11.27% |
| Debt / Equity | - | 0.4x |
| Dividend yield | 0.0% | 0.34% |
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 0.4x+100%
- Revenue CAGR 5y32.2%vs 5.96%+82%
- EPS CAGR 5y41.8%vs 11.27%+73%
- EV/EBIT45.6xvs 62.9x+27%
LRCX leads on
- Dividend yield0.34%vs 0.0%+100%
- Market cap$385.48Bvs $191.76B+50%
- ROIC (TTM)42.79%vs 22.43%+48%
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.