ANET vs FFIV: stock comparison and AI forecast
Arista Networks, Inc. (ANET) and F5, Inc. (FFIV) 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
FFIV F5, Inc.
- Price
- $324.55 -1.6% · 6M
- Market Cap
- $18.75B
- P/E Ratio
- 26.4x
- Size
- large-cap
- AI 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
- ANET is 11.4 times larger than FFIV by market capitalization ($214.29B against $18.75B).
- FFIV trades at 26.4 times trailing earnings, ANET at 56.6 times.
- Over the last six months ANET returned -0.2% and FFIV -1.6%.
- ANET turns 38.4% of its revenue into net income, against 21.9% for FFIV.
- FFIV carries 0.77 times debt per unit of equity, against 0.60 times for ANET.
- Both companies share the SEC industry classification Computer Communications Equipment.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | ANET | FFIV |
|---|---|---|
| Market Cap | $214.29B | $18.75B |
| P/E Ratio | 56.64x | 26.39x |
| P/B Ratio | 14.48x | 4.86x |
| EPS | $3.00 | $12.55 |
| Book Value/Share | $11.73 | $68.09 |
| Revenue/Share | $8.36 | $58.44 |
| FCF/Share | $4.09 | $17.12 |
Profitability & Margins
| Metric | ANET | FFIV |
|---|---|---|
| ROE | 27.3% | 18.8% |
| ROA | 17.1% | 10.6% |
| ROIC | 26.9% | 16.1% |
| Gross Margin | 63.0% | 81.9% |
| Operating Margin | 43.1% | 24.5% |
| Net Margin | 38.4% | 21.9% |
| EBT Margin | 47.3% | 25.8% |
| Tax Rate | 18.9% | 14.9% |
Financial Health
| Metric | ANET | FFIV |
|---|---|---|
| Current Ratio | 2.96x | 1.66x |
| Quick Ratio | 2.59x | 1.59x |
| D/E Ratio | 0.60x | 0.77x |
| Financial Leverage | 1.60x | 1.77x |
| Interest Coverage | 143.7x | – |
| Working Capital | $13.35B | $1.18B |
Cash Flow
| Metric | ANET | FFIV |
|---|---|---|
| Operating Cash Flow | $5.31B | $1.05B |
| Free Cash Flow | $5.16B | $970M |
| Capital Spending | -$151M | -$80M |
| OCF Growth YoY | 31.1% | 6.2% |
| FCF Growth YoY | 29.7% | 1.5% |
| FCF/Sales | 48.9% | 29.3% |
| CapEx/Sales | 1.4% | 2.4% |
Operational Efficiency
| Metric | ANET | FFIV |
|---|---|---|
| Asset Turnover | 0.44x | 0.48x |
| Receivables Turnover | 4.7x | 7.7x |
| Inventory Turnover | 1.5x | 4.7x |
| Fixed Assets Turnover | 33.7x | 16.8x |
| Days Sales Outstanding | 78 days | 47 days |
| Days Inventory | 237 days | 77 days |
| Payables Period | 65 days | 83 days |
| Cash Conversion Cycle | 251 days | 42 days |
Income Statement
| Metric | ANET | FFIV |
|---|---|---|
| Total Revenue | $10.54B | $3.31B |
| Operating Income | $4.55B | $812M |
| Net Income | $4.04B | $727M |
| R&D Expense | $1.37B | $593M |
| SG&A Expense | $1.76B | $1.82B |
| Cost of Goods Sold | $3.90B | $600M |
Dividend & Shareholder Information
| Metric | ANET | FFIV |
|---|---|---|
| Shares Outstanding | 1261M | 57M |
| Net Income Growth | 24.4% | 8.9% |
| EPS Growth | 56.9% | 10.7% |
ANET vs FFIV: stock comparison and AI forecast
Which is bigger, ANET or FFIV?
ANET is 11.4 times larger than FFIV by market capitalization ($214.29B against $18.75B).
Which is cheaper on earnings, ANET or FFIV?
FFIV trades at 26.4 times trailing earnings, ANET at 56.6 times.
Which stock performed better over the last six months, ANET or FFIV?
Over the last six months ANET returned -0.2% and FFIV -1.6%.
Which one does Intratio's AI model rank higher, ANET or FFIV?
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.