Stock comparison
Arista Networks
MACOM Technology Solutions 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
MTSI
MACOM Technology Solutions Holdings
Market cap
$29.45B
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 | MTSI | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 47D | ANET |
| Benjamin Graham | 88A | 71D | ANET |
| Philip Fisher | 97A | 56C | ANET |
| Peter Lynch | 72B | 52C | ANET |
| Joel Greenblatt | 66C | 10F | ANET |
| Charlie Munger | 87A | 48D | ANET |
| Terry Smith | 91A | 41D | ANET |
Side-by-side metrics
| Metric | ANET | MTSI |
|---|---|---|
| Market cap | $193.95B | $29.45B |
| P/E (TTM) | 48.0x | 159.5x |
| EV/EBIT | 45.6x | 223.2x |
| ROIC (TTM) | 22.43% | 7.84% |
| Gross margin | 63.54% | 55.34% |
| Net margin | 38.32% | 16.46% |
| Revenue CAGR 5y | 32.2% | 12.36% |
| EPS CAGR 5y | 41.8% | - |
| Debt / Equity | - | 0.3x |
| 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
- Debt / Equity-vs 0.3x+100%
- Market cap$193.95Bvs $29.45B+85%
- EV/EBIT45.6xvs 223.2x+80%
- P/E (TTM)48.0xvs 159.5x+70%
MTSI leads on
No clear edges - the other side wins or ties on every measured metric.
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.