Verdict: Side-by-side breakdown using the Bull Rankings model. DELL scored 70.9, ANET scored 71.7 — ANET leads.
Compare another set
DELL
Dell Technologies Inc.
Computer Hardware · Quality-Growth
70.9
$586.06 · $372.6B
fundamentals as of
Score gap
0.8
ANET leads
ANET
Arista Networks, Inc.
Computer Hardware · Quality-Growth
71.7
$216.74 · $273.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestDELL33.4x
Fastest growthDELL+49.0%
Highest qualityANET93 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DELL
stronger →← stronger
ANET
83
Qualityreturns · margins · balance sheet
93
87
Growthrevenue & earnings expansion
96
49
Valuevaluation vs sector peers
41
ANET is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DELL
ANET
$8.6bB+
FCF
$5.2bB+
+49.0%A
Rev
+28.6%A-
Negative equity
D/E
0.00A
33.4xB
P/E
68.4xC
0.58A-
PEG
1.58C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DELL
ANET
228% above
Price vs fair valuelower is cheaper
241% above
~41%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~50%/yr
-73%
1-yr DCF upside
-77%
-70%
5-yr DCF upside
-71%
-65%
10-yr DCF upside
-58%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DELL
Why this score
Buying back stock
Raising its dividend
Durable high returns
ANET
Why this score
Durable high returns
The companies
DELLDell Technologies Inc.
Computer Hardware · $586.06 · beta 1.44
Why now
Computer Hardware · market cap $372.6b. Trading near 52-week high of $595.51 — momentum setup, limited technical margin of safety. Revenue growing +49% — in hypergrowth territory. PEG 0.58 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $585.96 (implying -0% upside).
Moat
$372.6b 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
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.44 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 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
ANETArista Networks, Inc.
Computer Hardware · $216.74 · beta 1.60
Why now
Computer Hardware · market cap $273.4b. Trading near 52-week high of $217.41 — momentum setup, limited technical margin of safety. Revenue growing +29% — in hypergrowth territory. 29 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $243.69 (implying +12% upside).
Moat
Net margin 38% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 31% — 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, helped by cash released from working capital ($871m) that doesn't repeat every year.
Risk
Trailing P/E 68.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.60 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
DELL leads ANET by 0.3 points (69.1 to 68.8), its sharpest advantage coming in PEG (grade A-).
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where DELL and ANET diverge
On the headline score the gap is 0.8 points in favor of ANET. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityDELL 82.9 · ANET 93.1ANET +10.2
GrowthDELL 87.1 · ANET 95.5ANET +8.4
ValueDELL 49.4 · ANET 41.4DELL +8.0
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is ANET or DELL the better stock?
ANET scores higher: ANET 71.7, DELL 70.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do ANET and DELL differ most?
The widest gap is quality, where ANET leads by 10 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are ANET and DELL scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.