Stock comparison
Arista Networks
ServiceNow
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
NOW
ServiceNow
Market cap
$105.33B
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 | NOW | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 63C | ANET |
| Benjamin Graham | 88A | 71B | ANET |
| Philip Fisher | 97A | 78B | ANET |
| Peter Lynch | 72B | 58C | ANET |
| Joel Greenblatt | 66C | 49D | ANET |
| Charlie Munger | 87A | 47D | ANET |
| Terry Smith | 91A | 51D | ANET |
Side-by-side metrics
| Metric | ANET | NOW |
|---|---|---|
| Market cap | $191.76B | $105.33B |
| P/E (TTM) | 48.0x | 56.0x |
| EV/EBIT | 45.6x | 53.6x |
| ROIC (TTM) | 22.43% | 10.13% |
| Gross margin | 63.54% | 76.56% |
| Net margin | 38.32% | 12.59% |
| Revenue CAGR 5y | 32.2% | 22.5% |
| EPS CAGR 5y | 41.8% | 64.64% |
| 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
- Debt / Equity-vs 0.2x+100%
- Net margin38.32%vs 12.59%+67%
- ROIC (TTM)22.43%vs 10.13%+55%
- Market cap$191.76Bvs $105.33B+45%
NOW leads on
- EPS CAGR 5y64.64%vs 41.8%+35%
- Gross margin76.56%vs 63.54%+17%
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.