ANET vs CSCO: stock comparison and AI forecast
Arista Networks, Inc. (ANET) and Cisco Systems, Inc. (CSCO) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
ANET Arista Networks, Inc.
- Price
- $169.91 -0.2% · 6M
- Market Cap
- $214.29B
- P/E Ratio
- 56.6x
- Size
- mega-cap
- AI Forecast
CSCO Cisco Systems, Inc.
- Price
- $104.51 +14.2% · 6M
- Market Cap
- $412.04B
- P/E Ratio
- 31.4x
- Size
- mega-cap
- AI Forecast
- NO CURRENT FORECAST
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Six-month price performance
Closing prices rebased to 100 at the start of the window.
Key facts
- CSCO is 1.9 times larger than ANET by market capitalization ($412.04B against $214.29B).
- CSCO trades at 31.4 times trailing earnings, ANET at 56.6 times.
- Over the last six months CSCO returned +14.2% and ANET -0.2%.
- ANET turns 38.4% of its revenue into net income, against 20.9% for CSCO.
- CSCO carries 1.58 times debt per unit of equity, against 0.60 times for ANET.
- CSCO yields 1.59% in dividends; ANET pays none.
- Both companies share the SEC industry classification Computer Communications Equipment.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | ANET | CSCO |
|---|---|---|
| Market Cap | $214.29B | $412.04B |
| P/E Ratio | 56.64x | 31.38x |
| P/B Ratio | 14.48x | 8.19x |
| Dividend Yield | – | 1.59% |
| EPS | $3.00 | $3.33 |
| Book Value/Share | $11.73 | $12.75 |
| Revenue/Share | $8.36 | $16.06 |
| FCF/Share | $4.09 | $3.24 |
Profitability & Margins
| Metric | ANET | CSCO |
|---|---|---|
| ROE | 27.3% | 26.4% |
| ROA | 17.1% | 10.2% |
| ROIC | 26.9% | 17.4% |
| Gross Margin | 63.0% | 64.5% |
| Operating Margin | 43.1% | 24.3% |
| Net Margin | 38.4% | 20.9% |
| EBT Margin | 47.3% | 25.3% |
| Tax Rate | 18.9% | 17.1% |
Financial Health
| Metric | ANET | CSCO |
|---|---|---|
| Current Ratio | 2.96x | 0.93x |
| Quick Ratio | 2.59x | 0.79x |
| D/E Ratio | 0.60x | 1.58x |
| Financial Leverage | 1.60x | 2.58x |
| Interest Coverage | 143.7x | 3.0x |
| Working Capital | $13.35B | -$2.86B |
Cash Flow
| Metric | ANET | CSCO |
|---|---|---|
| Operating Cash Flow | $5.31B | $14.18B |
| Free Cash Flow | $5.16B | $12.77B |
| Capital Spending | -$151M | -$1.41B |
| OCF Growth YoY | 31.1% | -0.1% |
| FCF Growth YoY | 29.7% | -3.9% |
| FCF/Sales | 48.9% | 20.2% |
| CapEx/Sales | 1.4% | 2.2% |
Operational Efficiency
| Metric | ANET | CSCO |
|---|---|---|
| Asset Turnover | 0.44x | 0.49x |
| Receivables Turnover | 4.7x | 8.5x |
| Inventory Turnover | 1.5x | 4.0x |
| Fixed Assets Turnover | 33.7x | 22.9x |
| Days Sales Outstanding | 78 days | 43 days |
| Days Inventory | 237 days | 93 days |
| Payables Period | 65 days | 55 days |
| Cash Conversion Cycle | 251 days | 81 days |
Income Statement
| Metric | ANET | CSCO |
|---|---|---|
| Total Revenue | $10.54B | $63.33B |
| Operating Income | $4.55B | $15.37B |
| Net Income | $4.04B | $13.27B |
| R&D Expense | $1.37B | $9.56B |
| SG&A Expense | $1.76B | $21.98B |
| Cost of Goods Sold | $3.90B | $22.46B |
Dividend & Shareholder Information
| Metric | ANET | CSCO |
|---|---|---|
| Dividends Per Share | – | $1.66 |
| Payout Ratio | – | 49.9% |
| Shares Outstanding | 1261M | 3943M |
| Net Income Growth | 24.4% | 30.3% |
| EPS Growth | 56.9% | 30.6% |
ANET vs CSCO: stock comparison and AI forecast
Which is bigger, ANET or CSCO?
CSCO is 1.9 times larger than ANET by market capitalization ($412.04B against $214.29B).
Which is cheaper on earnings, ANET or CSCO?
CSCO trades at 31.4 times trailing earnings, ANET at 56.6 times.
Which stock performed better over the last six months, ANET or CSCO?
Over the last six months CSCO returned +14.2% and ANET -0.2%.
Which one does Intratio's AI model rank higher, ANET or CSCO?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.