Stock comparison
Arista Networks
SPS Commerce
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
SPSC
SPS Commerce
Market cap
$1.97B
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 | SPSC | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 51C | ANET |
| Benjamin Graham | 88A | 52C | ANET |
| Philip Fisher | 97A | 56C | ANET |
| Peter Lynch | 72B | 45D | ANET |
| Joel Greenblatt | 66C | 25F | ANET |
| Charlie Munger | 87A | 39D | ANET |
| Terry Smith | 91A | 45D | ANET |
Side-by-side metrics
| Metric | ANET | SPSC |
|---|---|---|
| Market cap | $193.95B | $1.97B |
| P/E (TTM) | 48.0x | 21.0x |
| EV/EBIT | 45.6x | 14.6x |
| ROIC (TTM) | 22.43% | 8.66% |
| Gross margin | 63.54% | 66.82% |
| Net margin | 38.32% | 11.92% |
| Revenue CAGR 5y | 32.2% | 18.18% |
| EPS CAGR 5y | 41.8% | 18.68% |
| Debt / Equity | - | 0.0x |
| 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 0.0x+100%
- Market cap$193.95Bvs $1.97B+99%
- Net margin38.32%vs 11.92%+69%
- ROIC (TTM)22.43%vs 8.66%+61%
SPSC leads on
- EV/EBIT14.6xvs 45.6x+68%
- P/E (TTM)21.0xvs 48.0x+56%
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.