COMPARE · Reviewed August 3, 2026
ANET vs DELL
Verdict: Side-by-side breakdown using the Bull Rankings model. ANET scored 61.7, DELL scored 63.4 — DELL leads.
Compare another set
ANET
Arista Networks, Inc.
61.7
$184.89 · $232.8B
fundamentals as of
Score gap
1.7
DELL leads
DELL
Dell Technologies Inc.
63.4
$429.02 · $277.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
ANET
stronger →← stronger
DELL
76
Qualityreturns · margins · balance sheet
62
100
Growthrevenue & earnings expansion
88
31
Valuevaluation vs sector peers
47
ANET is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ANET
DELL
$5.4bB+
FCF
$9.4bB+
+30.6%A
Rev
+38.6%A
63.8xC
P/E
34.1xB
2.30C
PEG
0.66A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ANET
DELL
187% above
Price vs fair valuelower is cheaper
88% above
~44%/yr
Growth the price implies10-yr FCF · lower = less priced in
~29%/yr
-73%
1-yr DCF upside
-56%
-65%
5-yr DCF upside
-47%
-52%
10-yr DCF upside
-30%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ANET
Why this score
- Durable high returns
DELL
Why this score
- Buying back stock
- Raising its dividend
- Short track record
The companies
ANETArista Networks, Inc.
Why now
Computer Hardware · market cap $232.8b. Trading near 52-week high of $189.82 — momentum setup, limited technical margin of safety. Revenue growing +31% — in hypergrowth territory. 27 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $192.31 (implying +4% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $232.8b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 63.8x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
DELLDell Technologies Inc.
Why now
Computer Hardware · market cap $277.2b. 9% off the 52-week high of $469.47. Revenue growing +39% — in hypergrowth territory. PEG 0.66 — paying under fair value for the growth rate. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $502.78 (implying +17% upside).
Moat
FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $277.2b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Beta 1.40 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE -599% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.