ANET vs AVT
Arista Networks vs Avnet — AI-powered side-by-side comparison
ANET
Arista Networks
66
Buy
VS
| Metric | ANET | AVT |
|---|
| AI Score |
66
|
64
|
| Price |
$191.47
|
$97.33
|
| P/E Ratio |
58.78×
|
14.63×
|
| ROE |
28.4%
|
2.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.0%
|
10.4%
|
| Debt / Equity |
0.00×
|
0.23×
|
| Dividend Yield |
0.0%
|
1.5%
|
| RSI (14) |
59.8
|
74.9
|
| Beta |
1.615
|
1.119
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for ANET versus AVT.
ANET leads by 2 points.
ANET scores 66/100 (Buy) versus AVT at 64/100 (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 58.8 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 58.8 is expensive by classic value standards — Value
- Price-to-book of 13.3x prices in significant intangible value — Value
- Bollinger bandwidth of 22.0% signals elevated volatility — Risk
AVT Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 46.1% yoy. Risk Analyst remains cautious — bollinger bandwidth of 18.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- EPS growing 46.1% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- RSI at 75 is in overbought territory — Technical
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
- Weekly RSI at 75 -- overbought on the larger timeframe too — Technical