ANET vs ASML
Arista Networks vs ASML Holding N.V. — AI-powered side-by-side comparison
ANET
Arista Networks
67
Buy
VS
ASML
ASML Holding N.V.
71
Buy
| Metric | ANET | ASML |
|---|
| AI Score |
67
|
71
|
| Price |
$198.72
|
$1,846.52
|
| P/E Ratio |
61.94×
|
57.31×
|
| ROE |
28.4%
|
49.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.0%
|
52.7%
|
| Debt / Equity |
0.00×
|
0.09×
|
| Dividend Yield |
0.0%
|
0.5%
|
| RSI (14) |
59.0
|
69.8
|
| Beta |
1.615
|
1.394
|
| Expected Upside |
—
|
+8.3%
|
AI Committee View
Current Innellis committee reasoning for ANET versus ASML.
ASML leads by 4 points.
ASML scores 71/100 (Buy) versus ANET at 67/100 (Buy).
ANET Committee View
67% agreement
6 analysts
The primary driver is revenue growing 32.6% yoy -- genuine top-line momentum. The main limiting factor is p/e of 63.5 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 30.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 32.6% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 63.5 is expensive by classic value standards — Value
- Price-to-book of 13.3x prices in significant intangible value — Value
- Bollinger bandwidth of 30.1% signals elevated volatility — Risk
ASML Committee View
80% agreement
5 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Bollinger bandwidth of 20.0% signals elevated volatility — Risk