Stock comparison
Arista Networks
Twilio
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
TWLO
Twilio
Market cap
$28.52B
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 | TWLO | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 33F | ANET |
| Benjamin Graham | 88A | 54D | ANET |
| Philip Fisher | 97A | 33F | ANET |
| Peter Lynch | 72B | 36D | ANET |
| Joel Greenblatt | 66C | 40D | ANET |
| Charlie Munger | 87A | 21F | ANET |
| Terry Smith | 91A | 33F | ANET |
Side-by-side metrics
| Metric | ANET | TWLO |
|---|---|---|
| Market cap | $193.95B | $28.52B |
| P/E (TTM) | 48.0x | 290.7x |
| EV/EBIT | 45.6x | 175.3x |
| ROIC (TTM) | 22.43% | 2.24% |
| Gross margin | 63.54% | 48.64% |
| Net margin | 38.32% | 1.96% |
| Revenue CAGR 5y | 32.2% | 15.56% |
| EPS CAGR 5y | 41.8% | - |
| Debt / Equity | - | 0.1x |
| 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 0.1x+100%
- Net margin38.32%vs 1.96%+95%
- ROIC (TTM)22.43%vs 2.24%+90%
- Market cap$193.95Bvs $28.52B+85%
TWLO 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.