Verdict: Side-by-side breakdown using the Bull Rankings model. LOGI scored 64.1, ANET scored 71.7 — ANET leads.
Compare another set
LOGI
Logitech International S.A.
Computer Hardware · Quality-Growth
64.1
$98.27 · $14.1B
fundamentals as of
Score gap
7.6
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
CheapestLOGI18.0x
Fastest growthANET+28.6%
Strongest balance sheetANET0.00
Highest qualityLOGI94 / 100
Largest discount to fair valueLOGI-35%
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)
LOGI
stronger →← stronger
ANET
94
Qualityreturns · margins · balance sheet
93
44
Growthrevenue & earnings expansion
96
63
Valuevaluation vs sector peers
41
LOGI and ANET split the three pillars evenly.
Fundamentals, head-to-head
LOGI
ANET
$1.0bC+
FCF
$5.2bB+
+6.3%C+
Rev
+28.6%A-
0.04A-
D/E
0.00A
18.0xA-
P/E
68.4xC
1.86C+
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
LOGI
ANET
35% below
Price vs fair valuelower is cheaper
241% above
~-7%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~50%/yr
+56%
1-yr DCF upside
-77%
+53%
5-yr DCF upside
-71%
+50%
10-yr DCF upside
-58%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LOGI
Why this score
Buying back stock
Raising its dividend
Durable high returns
ANET
Why this score
Durable high returns
The companies
LOGILogitech International S.A.
Computer Hardware · $98.27 · beta 0.59
Why now
Computer Hardware · market cap $14.1b. Down 24% from 52-week high of $129.66 — deep drawdown territory. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $106.80 (implying +9% 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 35% — 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.
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.
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
LOGI leads ANET by 1.2 points (63.5 to 62.3), its sharpest advantage coming in P/E (grade B+). A contrarian could still prefer ANET for its stronger Rev (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 LOGI and ANET diverge
On the headline score the gap is 7.6 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.
GrowthLOGI 44.5 · ANET 95.5ANET +51.0
ValueLOGI 63.3 · ANET 41.4LOGI +21.9
QualityLOGI 93.5 · ANET 93.1level
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 LOGI the better stock?
ANET scores higher: ANET 71.7, LOGI 64.1 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 LOGI differ most?
The widest gap is growth, where ANET leads by 51 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 LOGI 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.