COMPARE · Reviewed August 3, 2026
ANET vs SMCI
Verdict: Side-by-side breakdown using the Bull Rankings model. ANET scored 61.7, SMCI scored 70.3 — SMCI leads.
Compare another set
ANET
Arista Networks, Inc.
61.7
$184.89 · $232.8B
fundamentals as of
Score gap
8.6
SMCI leads
SMCI
Super Micro Computer, Inc.
70.3
$28.64 · $18.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
ANET
stronger →← stronger
SMCI
76
Qualityreturns · margins · balance sheet
53
100
Growthrevenue & earnings expansion
100
31
Valuevaluation vs sector peers
65
ANET and SMCI split the three pillars evenly.
Fundamentals, head-to-head
ANET
SMCI
$5.4bB+
FCF
-$6.8bF
+30.6%A
Rev
+56.2%A
—
D/E
1.21C
63.8xC
P/E
—
2.30C
PEG
0.91B+
—
P/S
0.5xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ANET
SMCI
187% above
Price vs fair valuelower is cheaper
—
~44%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-73%
1-yr DCF upside
—
-65%
5-yr DCF upside
—
-52%
10-yr DCF upside
—
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
SMCI
Why this score
- 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.
SMCISuper Micro Computer, Inc.
Why now
Computer Hardware · market cap $18.5b. Down 52% from 52-week high of $59.40 — deep drawdown territory. Revenue growing +56% — in hypergrowth territory. PEG 0.91 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $37.81 (implying +32% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Free cash flow is negative (-$6.8b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 52% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.97 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.