COMPARE · Data as of August 21, 2026
ANET vs SMCI
Verdict: Side-by-side breakdown using the Bull Rankings model. ANET scored 64.6, SMCI scored 70.9 — SMCI leads.
Compare another set
Different reporting periods. ANET's fundamentals are as of June 2026, but SMCI'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.
64.6
$187.50 · $236.5B
fundamentals as of
Score gap
6.3
SMCI leads
SMCI
Super Micro Computer, Inc.
70.9
$37.24 · $24.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSMCI+56.2%
- Highest qualityANET77 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
ANET
stronger →← stronger
SMCI
77
Qualityreturns · margins · balance sheet
55
96
Growthrevenue & earnings expansion
99
36
Valuevaluation vs sector peers
65
SMCI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ANET
SMCI
$5.3bB+
FCF
-$6.8bF
+32.6%A
Rev
+56.2%A
—
D/E
0.64C+
59.1xC
P/E
—
1.76C+
PEG
0.91B+
—
P/S
0.7xA
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
ANET
SMCI
186% above
Price vs fair valuelower is cheaper
—
~45%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-73%
1-yr DCF upside
—
-65%
5-yr DCF upside
—
-50%
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 $236.5b. 13% off the 52-week high of $214.89. Revenue growing +33% — in hypergrowth territory. 27 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $241.82 (implying +29% 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. $236.5b 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 59.1x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. 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. P/S 22.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
SMCISuper Micro Computer, Inc.
Why now
Computer Hardware · market cap $24.1b. Down 37% from 52-week high of $58.78 — 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 $42.38 (implying +14% 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 37% 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
SMCI leads ANET by 4 points (67.8 to 63.8), its sharpest advantage coming in PEG (grade B+). A contrarian could still prefer ANET for its stronger FCF (grade B+). Note they play different roles — ANET screens as growth, SMCI screens as spec — so the model rewards different traits for each.
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 ANET and SMCI diverge
On the headline score the gap is 6.3 points in favor of SMCI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueANET 36.1 · SMCI 65.3SMCI +29.2
- QualityANET 77.5 · SMCI 55.4ANET +22.1
- GrowthANET 96.3 · SMCI 98.7level
Pillars run 0–100 against sector peers, so a 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.