ANET vs UI
Arista Networks vs Ubiquiti Inc. — AI-powered side-by-side comparison
ANET
Arista Networks
68
Buy
VS
| Metric | ANET | UI |
|---|
| AI Score |
68
|
66
|
| Price |
$197.84
|
$573.47
|
| P/E Ratio |
61.64×
|
36.79×
|
| ROE |
28.4%
|
106.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.0%
|
46.0%
|
| Debt / Equity |
0.00×
|
0.06×
|
| Dividend Yield |
0.0%
|
0.6%
|
| RSI (14) |
62.7
|
68.3
|
| Beta |
1.615
|
1.314
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for ANET versus UI.
ANET leads by 2 points.
ANET scores 68/100 (Buy) versus UI at 66/100 (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 23.1% signals elevated volatility — Risk
UI Committee View
60% agreement
5 analysts
Positive signals support the current rating — revenue growing 33.3% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 101.4% shows genuine earnings power backing the valuation — Value
- Revenue growing 33.3% YoY -- genuine top-line momentum — Growth
- EPS growing 71.2% YoY — Growth
Bear Case
- P/E of 36.7 is moderate-to-rich — Value
- Price-to-book of 37.3x prices in significant intangible value — Value