Arista Networks vs F5
ANET and FFIV side by side, both in computer and office equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ANET and FFIV compare
Arista Networks is the larger company, worth 11 times as much as F5 ($213B against $19.2B).
On earnings, F5 is cheaper: it trades at 26.9× trailing earnings, against 53.3× for Arista Networks.
Arista Networks grew revenue faster over the last twelve months (32.6% versus 9.4% for F5).
Arista Networks keeps more of each dollar of sales as profit, with a net margin of 38.4% compared with 22.0% at F5.
Arista Networks scores higher on the StockData Score (15 against 14 for F5), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ANET | FFIV |
|---|---|---|
| Size and price | ||
| Market cap | $213B | $19.2B |
| Share price | $168.86 | $338.34 |
| Change, 1 year | 4.2% | 30.8% |
| Change, 5 years | 409% | 52.6% |
| Beta (5Y) | 1.66 | 0.92 |
| Employees | 5,115 | 6,578 |
| StockData Score | ||
| Total score | 15 (better) | 14 |
| Valuation score | 0 | 2 (better) |
| Growth score | 3 | 3 |
| Performance score | 6 (better) | 3 |
| Health score | 6 | 6 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 53.3× | 26.9× (better) |
| P/S | 20.2× | 5.8× (better) |
| P/B | 14.4× | – |
| EV/EBITDA | 43.0× | 19.3× (better) |
| P/FCF | 41.3× | 19.8× (better) |
| PEG | 1.44 | 0.87 (better) |
| FCF yield | 2.4% | 5.1% (better) |
| Fair value | $115.97 | $307.01 |
| Margin of safety | −45.6% | −10.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 32.6% (better) | 9.4% |
| Revenue growth, 5Y average | 31.2% (better) | 5.6% |
| Net income growth (TTM) | 24.4% (better) | 8.9% |
| EPS growth (TTM) | 24.8% (better) | 10.7% |
| EPS growth, 5Y average | 40.6% (better) | 18.7% |
| Profitability | ||
| Gross margin | 63.0% | 81.9% (better) |
| Operating margin | 43.1% (better) | 24.5% |
| Net margin | 38.4% (better) | 22.0% |
| FCF margin | 48.9% (better) | 29.3% |
| Return on equity | 31.5% | – |
| Return on invested capital | 210% | – |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Current ratio | 2.96 (better) | 1.66 |
| Altman Z-score | 16.76 (better) | 5.73 |
| Piotroski F-score | 5 | 9 (better) |
| Dividends and buybacks | ||
| Buyback yield | 0.29% | – |
| Shareholder yield | 0.29% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 71.4% | 96.6% |
| Held by insiders | 16.7% | 0.77% |
| Insider net buying, 12 months | −$1.3B | −$29.1M (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 1.1% | 2.2% |
Go deeper
- ANET stock overview
- ANET income statement
- ANET valuation and score
- FFIV stock overview
- FFIV income statement
- FFIV valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.