Stock comparison
Arista Networks
Super Micro Computer
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
SMCI
Super Micro Computer
Market cap
$21.4B
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 | SMCI | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 61C | ANET |
| Benjamin Graham | 88A | 62C | ANET |
| Philip Fisher | 97A | 48D | ANET |
| Peter Lynch | 72B | 53C | ANET |
| Joel Greenblatt | 66C | 36D | ANET |
| Charlie Munger | 87A | 46D | ANET |
| Terry Smith | 91A | 49D | ANET |
Side-by-side metrics
| Metric | ANET | SMCI |
|---|---|---|
| Market cap | $193.95B | $21.4B |
| P/E (TTM) | 48.0x | 14.9x |
| EV/EBIT | 45.6x | 19.3x |
| ROIC (TTM) | 22.43% | 7.06% |
| Gross margin | 63.54% | 8.39% |
| Net margin | 38.32% | 3.7% |
| Revenue CAGR 5y | 32.2% | 57.65% |
| EPS CAGR 5y | 41.8% | 33.94% |
| Debt / Equity | - | 0.9x |
| 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 0.9x+100%
- Net margin38.32%vs 3.7%+90%
- Market cap$193.95Bvs $21.4B+89%
- Gross margin63.54%vs 8.39%+87%
SMCI leads on
- P/E (TTM)14.9xvs 48.0x+69%
- EV/EBIT19.3xvs 45.6x+58%
- Revenue CAGR 5y57.65%vs 32.2%+44%
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.