Stock comparison
Arista Networks
Semtech
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
SMTC
Semtech
Market cap
$14.6B
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 | SMTC | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 32F | ANET |
| Benjamin Graham | 88A | 56D | ANET |
| Philip Fisher | 97A | 39D | ANET |
| Peter Lynch | 72B | 27F | ANET |
| Joel Greenblatt | 66C | 47D | ANET |
| Charlie Munger | 87A | 46D | ANET |
| Terry Smith | 91A | 37D | ANET |
Side-by-side metrics
| Metric | ANET | SMTC |
|---|---|---|
| Market cap | $193.95B | $14.6B |
| P/E (TTM) | 48.0x | - |
| EV/EBIT | 45.6x | 98.1x |
| ROIC (TTM) | 22.43% | 11.1% |
| Gross margin | 63.54% | 51.55% |
| Net margin | 38.32% | -3.85% |
| Revenue CAGR 5y | 32.2% | 9.11% |
| EPS CAGR 5y | 41.8% | - |
| 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
- Net margin38.32%vs -3.85%+110%
- Debt / Equity-vs 0.9x+100%
- Market cap$193.95Bvs $14.6B+92%
- Revenue CAGR 5y32.2%vs 9.11%+72%
SMTC leads on
- P/E (TTM)-vs 48.0x+115%
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.