COMPARE · Reviewed August 3, 2026
ANET vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. ANET scored 61.7, WDC scored 65.8 — WDC leads.
Compare another set
ANET
Arista Networks, Inc.
61.7
$184.89 · $232.8B
fundamentals as of
Score gap
4.1
WDC leads
WDC
Western Digital Corporation
65.8
$527.22 · $181.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
ANET
stronger →← stronger
WDC
76
Qualityreturns · margins · balance sheet
83
100
Growthrevenue & earnings expansion
71
31
Valuevaluation vs sector peers
48
WDC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ANET
WDC
$5.4bB+
FCF
$2.9bB
+30.6%A
Rev
+32.0%A
—
D/E
0.18B+
63.8xC
P/E
31.5xB
2.30C
PEG
0.48A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ANET
WDC
187% above
Price vs fair valuelower is cheaper
365% above
~44%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
-73%
1-yr DCF upside
-83%
-65%
5-yr DCF upside
-78%
-52%
10-yr DCF upside
-70%
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
WDC
No notable signals flagged.
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.
WDCWestern Digital Corporation
Why now
Computer Hardware · market cap $181.7b. Down 34% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. PEG 0.48 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $655.50 (implying +24% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 67% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $181.7b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.22 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 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.