Stock comparison
Arista Networks
Paycom Software
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
PAYC
Paycom Software
Market cap
$7.51B
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 | PAYC | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 71B | ANET |
| Benjamin Graham | 88A | 66B | ANET |
| Philip Fisher | 97A | 81A | ANET |
| Peter Lynch | 72B | 60C | ANET |
| Joel Greenblatt | 66C | 49D | ANET |
| Charlie Munger | 87A | 77B | ANET |
| Terry Smith | 91A | 73B | ANET |
Side-by-side metrics
| Metric | ANET | PAYC |
|---|---|---|
| Market cap | $193.95B | $7.51B |
| P/E (TTM) | 48.0x | 15.1x |
| EV/EBIT | 45.6x | 14.4x |
| ROIC (TTM) | 22.43% | 21.47% |
| Gross margin | 63.54% | 79.74% |
| Net margin | 38.32% | 22.44% |
| Revenue CAGR 5y | 32.2% | 18.08% |
| EPS CAGR 5y | 41.8% | 24.44% |
| Debt / Equity | - | 0.9x |
| Dividend yield | 0.0% | 1.08% |
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 0.9x+100%
- Market cap$193.95Bvs $7.51B+96%
- Revenue CAGR 5y32.2%vs 18.08%+44%
- EPS CAGR 5y41.8%vs 24.44%+42%
PAYC leads on
- Dividend yield1.08%vs 0.0%+100%
- P/E (TTM)15.1xvs 48.0x+69%
- EV/EBIT14.4xvs 45.6x+68%
- Gross margin79.74%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.