Stock comparison
Arista Networks
MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock
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
STRC
MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock
Market cap
$29.52B
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 | STRC | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 38D | ANET |
| Benjamin Graham | 88A | 34F | ANET |
| Philip Fisher | 97A | 49D | ANET |
| Peter Lynch | 72B | 3F | ANET |
| Joel Greenblatt | 66C | 2F | ANET |
| Charlie Munger | 87A | 59D | ANET |
| Terry Smith | 91A | 49D | ANET |
Side-by-side metrics
| Metric | ANET | STRC |
|---|---|---|
| Market cap | $191.76B | $29.52B |
| P/E (TTM) | 48.0x | - |
| EV/EBIT | 45.6x | - |
| ROIC (TTM) | 22.43% | 0.74% |
| Gross margin | 63.54% | 68.11% |
| Net margin | 38.32% | -25.19% |
| Revenue CAGR 5y | 32.2% | -1.68% |
| EPS CAGR 5y | 41.8% | -3.9% |
| Debt / Equity | - | 0.2x |
| 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
- EPS CAGR 5y41.8%vs -3.9%+109%
- Revenue CAGR 5y32.2%vs -1.68%+105%
- Net margin38.32%vs -25.19%+102%
- Debt / Equity-vs 0.2x+100%
STRC leads on
- EV/EBIT-vs 45.6x+124%
- P/E (TTM)-vs 48.0x+110%
- Gross margin68.11%vs 63.54%+7%
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.