ANET vs FSLY
Arista Networks vs Fastly, Inc. — AI-powered side-by-side comparison
ANET
Arista Networks
68
Buy
VS
FSLY
Fastly, Inc.
59
Watch
| Metric | ANET | FSLY |
|---|
| AI Score |
68
|
59
|
| Price |
$197.84
|
$28.75
|
| P/E Ratio |
61.64×
|
-54.30×
|
| ROE |
28.4%
|
-13.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.0%
|
61.5%
|
| Debt / Equity |
0.00×
|
0.40×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
62.7
|
76.3
|
| Beta |
1.615
|
0.343
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for ANET versus FSLY.
ANET leads by 9 points.
ANET scores 68/100 (Buy) versus FSLY at 59/100 (Watch).
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 23.1% signals elevated volatility — Risk
FSLY Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 48.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- ROE of only -8.5% -- cheap may mean cheap for a reason — Value
- RSI at 76 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical