COMP <GO>
ANET vs CSCO // NET PROFIT MARGIN
Arista Networks Inc. (NYSE) VS. Cisco Systems Inc. (NASDAQ) • 15-METRIC TALLY: ANET 6
— CSCO 7
▲ NET PROFIT MARGIN LEADER: CSCO
LAST: $168.86 (-8.34%) • MKT CAP: $232.34B
net-margins
0.00%
LAST: $104.51 (-3.76%) • MKT CAP: $428.13B
net-margins
18.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ANET VS. CSCO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ANET | CSCO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 64.10% | 64.90% | -0.80 | CSCO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.40% | 15.10% | +1.30 | ANET | /roic <GO> |
| EV/EBITDA & P/E Valuation | 55.6x | 35.3x | +20.30 | CSCO | /valuation <GO> |
| Free Cash Flow Yield | 1.71% | 3.10% | -1.39 | CSCO | /fcf-yield <GO> |
| Operating Margin | 42.80% | 20.80% | +22.00 | ANET | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 0.00% | 18.00% | -18.00 | CSCO | /net-margins <GO> |
| Revenue Growth (YoY) | 28.60% | 5.30% | +23.30 | ANET | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.50% | -1.50 | CSCO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 22.17 | 4.15 | +18.02 | ANET | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | ANET | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.0 | 48.1 | -1.10 | CSCO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.30 | 1.26 | +0.04 | ANET | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 39.2x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $232.34B | $428.13B | -$195.78B | CSCO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ANET REV | CSCO REV | ANET GROSS % | CSCO GROSS % | ANET FCF | CSCO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.01B | $56.65B | 64.1% | 64.9% | $3.97B | $13.29B |
| FY 2024 | $7.00B | $53.80B | 64.1% | 64.7% | $3.39B | $10.21B |
| FY 2023 | $5.86B | $57.00B | — | — | $1.77B | $17.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ANET // BETA 1.30
CSCO // BETA 1.26