COMPARE · Reviewed August 3, 2026
ANET vs LOGI
Verdict: Side-by-side breakdown using the Bull Rankings model. ANET scored 61.7, LOGI scored 63.5 — LOGI leads.
Compare another set
Different reporting periods. LOGI's fundamentals are as of June 2026, but ANET's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
ANET
Arista Networks, Inc.
61.7
$184.89 · $232.8B
fundamentals as of
Score gap
1.8
LOGI leads
LOGI
Logitech International S.A.
63.5
$105.11 · $15.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
ANET
stronger →← stronger
LOGI
76
Qualityreturns · margins · balance sheet
93
100
Growthrevenue & earnings expansion
55
31
Valuevaluation vs sector peers
50
LOGI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ANET
LOGI
$5.4bB+
FCF
$1.0bC+
+30.6%A
Rev
+6.6%C+
—
D/E
0.04A-
63.8xC
P/E
19.3xA-
2.30C
PEG
1.82C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ANET
LOGI
187% above
Price vs fair valuelower is cheaper
31% below
~44%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-73%
1-yr DCF upside
+40%
-65%
5-yr DCF upside
+45%
-52%
10-yr DCF upside
+53%
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
LOGI
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
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.
LOGILogitech International S.A.
Why now
Computer Hardware · market cap $15.1b. 19% off the 52-week high of $129.66. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $108.60 (implying +3% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 34% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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.