Arista Networks vs Palo Alto Networks
ANET and PANW 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 PANW compare
Palo Alto Networks is the larger company, worth 1.4 times as much as Arista Networks ($299B against $213B).
Arista Networks grew revenue faster over the last twelve months (32.6% versus 24.5% for Palo Alto Networks).
Arista Networks keeps more of each dollar of sales as profit, with a net margin of 38.4% compared with 2.7% at Palo Alto Networks.
Arista Networks scores higher on the StockData Score (15 against 8 for Palo Alto Networks), 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 | PANW |
|---|---|---|
| Size and price | ||
| Market cap | $213B | $299B |
| Share price | $168.86 | $365.87 |
| Change, 1 year | 4.2% | 68.5% |
| Change, 5 years | 409% | 345% |
| Beta (5Y) | 1.66 | 1.24 |
| Employees | 5,115 | 8,014 |
| StockData Score | ||
| Total score | 15 (better) | 8 |
| Valuation score | 0 | 0 |
| Growth score | 3 | 3 |
| Performance score | 6 (better) | 0 |
| Health score | 6 (better) | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 53.3× | – |
| P/S | 20.2× (better) | 26.1× |
| P/B | 14.4× | 10.9× (better) |
| EV/EBITDA | 43.0× (better) | 191× |
| P/FCF | 41.3× (better) | 72.8× |
| PEG | 1.44 | – |
| FCF yield | 2.4% (better) | 1.4% |
| Fair value | $115.97 | $54.12 |
| Margin of safety | −45.6% (better) | −576% |
| Growth | ||
| Revenue growth (TTM) | 32.6% (better) | 24.5% |
| Revenue growth, 5Y average | 31.2% (better) | 22.0% |
| Net income growth (TTM) | 24.4% (better) | −72.9% |
| EPS growth (TTM) | 24.8% | – |
| EPS growth, 5Y average | 40.6% | – |
| Profitability | ||
| Gross margin | 63.0% | 70.4% (better) |
| Operating margin | 43.1% (better) | 6.1% |
| Net margin | 38.4% (better) | 2.7% |
| FCF margin | 48.9% (better) | 35.8% |
| Return on equity | 31.5% (better) | 1.7% |
| Return on invested capital | 210% (better) | 2.7% |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 2.96 (better) | 0.87 |
| Altman Z-score | 16.76 (better) | 8.90 |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Buyback yield | 0.29% | 0.33% (better) |
| Shareholder yield | 0.29% | 0.33% (better) |
| Ownership | ||
| Held by institutions | 71.4% | 81.9% |
| Held by insiders | 16.7% | 0.66% |
| Insider net buying, 12 months | −$1.3B | −$123M (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 1.1% | 2.7% |
Go deeper
- ANET stock overview
- ANET income statement
- ANET valuation and score
- PANW stock overview
- PANW income statement
- PANW valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.