COMPARE · Data as of August 21, 2026
ANET vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. ANET scored 64.6, WDC scored 70.6 — WDC leads.
Compare another set
ANET
Arista Networks, Inc.
64.6
$188.65 · $237.9B
fundamentals as of
Score gap
6.0
WDC leads
WDC
Western Digital Corporation
70.6
$459.44 · $165.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestWDC17.1x
- Fastest growthWDC+35.7%
- Highest qualityWDC81 / 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)
ANET
stronger →← stronger
WDC
77
Qualityreturns · margins · balance sheet
81
96
Growthrevenue & earnings expansion
76
36
Valuevaluation vs sector peers
57
WDC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ANET
WDC
$5.3bB+
FCF
$3.5bB
+32.6%A
Rev
+35.7%A
—
D/E
0.13B+
59.5xC
P/E
17.1xA-
1.76C+
PEG
0.88B+
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
WDC
188% above
Price vs fair valuelower is cheaper
251% above
~45%/yr
Growth the price implies10-yr FCF · lower = less priced in
~52%/yr
-73%
1-yr DCF upside
-78%
-65%
5-yr DCF upside
-71%
-50%
10-yr DCF upside
-60%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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 $237.9b. 12% 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 +28% 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. $237.9b 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 59.5x 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 22.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
WDCWestern Digital Corporation
Why now
Computer Hardware · market cap $165.6b. Down 43% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. PEG 0.88 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $664.92 (implying +45% upside).
Moat
Net margin 73% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. $165.6b 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 43% 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. P/S 12.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
WDC leads ANET by 9.2 points (73.0 to 63.8), its sharpest advantage coming in P/E (grade B+). A contrarian could still prefer ANET for its stronger FCF (grade B+). Note they play different roles — ANET screens as growth, WDC screens as value — 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 WDC diverge
On the headline score the gap is 6.0 points in favor of WDC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueANET 36.1 · WDC 57.3WDC +21.2
- GrowthANET 96.3 · WDC 75.8ANET +20.5
- QualityANET 77.5 · WDC 81.2WDC +3.7
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.