Stock comparison
Arista Networks
Palo Alto Networks
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
$178.76B
Sector
Technology
PANW
Palo Alto Networks
Market cap
$165.49B
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 | PANW | Winner |
|---|---|---|---|
| Warren Buffett | 68B | 53C | ANET |
| Benjamin Graham | 80A | 54C | ANET |
| Philip Fisher | 89A | 65B | ANET |
| Peter Lynch | 64C | 65B | PANW |
| Joel Greenblatt | 58C | 42D | ANET |
| Charlie Munger | 79B | 44D | ANET |
| Terry Smith | 83A | 47D | ANET |
Side-by-side metrics
| Metric | ANET | PANW |
|---|---|---|
| Market cap | $178.76B | $165.49B |
| P/E (TTM) | 48.0x | 131.7x |
| EV/EBIT | 45.6x | 130.1x |
| ROIC (TTM) | 22.43% | 5.78% |
| Gross margin | 63.54% | 73.5% |
| Net margin | 38.32% | 12.96% |
| Revenue CAGR 5y | 32.2% | 21.32% |
| EPS CAGR 5y | 41.8% | 10.32% |
| Debt / Equity | - | 0.0x |
| 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 0.0x+100%
- EPS CAGR 5y41.8%vs 10.32%+75%
- ROIC (TTM)22.43%vs 5.78%+74%
- Net margin38.32%vs 12.96%+66%
PANW leads on
- Gross margin73.5%vs 63.54%+14%
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.