Arista Networks vs Seagate Technology
ANET and STX 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 STX compare
Arista Networks is the larger company, worth 2.1 times as much as Seagate Technology ($261B against $125B).
On earnings, Seagate Technology is cheaper: it trades at 28.6× trailing earnings, against 55.5× for Arista Networks.
Seagate Technology grew revenue faster over the last twelve months (44.4% versus 40.7% for Arista Networks).
Arista Networks keeps more of each dollar of sales as profit, with a net margin of 40.0% compared with 31.9% at Seagate Technology.
Seagate Technology pays a dividend yielding 0.54%; Arista Networks does not pay one.
Seagate Technology scores higher on the StockData Score (17 against 16 for Arista 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 | STX |
|---|---|---|
| Size and price | ||
| Market cap | $261B | $125B |
| Share price | $206.63 | $545.14 |
| Change, 1 year | 53.1% | 89.3% |
| Change, 5 years | 541% | 441% |
| Beta (5Y) | 1.68 | 1.76 |
| Employees | 5,115 | 30K |
| StockData Score | ||
| Total score | 16 | 17 (better) |
| Valuation score | 0 | 0 |
| Growth score | 4 | 4 |
| Performance score | 6 (better) | 5 |
| Health score | 6 (better) | 5 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 55.5× | 28.6× (better) |
| P/S | 21.9× | 9.1× (better) |
| P/B | 15.8× (better) | 36.2× |
| EV/EBITDA | 46.4× | 22.0× (better) |
| P/FCF | 51.9× | 30.1× (better) |
| PEG | 1.50 | – |
| FCF yield | 1.9% | 3.3% (better) |
| Fair value | $131.19 | $482.03 |
| Margin of safety | −57.5% | −13.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 40.7% | 44.4% (better) |
| Revenue growth, 5Y average | 31.2% (better) | 2.7% |
| Net income growth (TTM) | 41.6% | 157% (better) |
| EPS growth (TTM) | 41.4% | 144% (better) |
| EPS growth, 5Y average | 40.6% (better) | 21.0% |
| Profitability | ||
| Gross margin | 62.9% (better) | 50.4% |
| Operating margin | 43.8% (better) | 39.6% |
| Net margin | 40.0% (better) | 31.9% |
| FCF margin | 42.2% (better) | 30.1% |
| Return on equity | 33.5% | 259% (better) |
| Return on invested capital | 219% (better) | 114% |
| Financial health | ||
| Debt / equity | 0.00 | 0.68 (better) |
| Net debt / EBITDA | – | 0.19 |
| Interest coverage | – | 22.3× |
| Current ratio | 3.29 (better) | 1.82 |
| Altman Z-score | 20.35 (better) | 13.65 |
| Piotroski F-score | 5 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 0.54% |
| Payout ratio | – | 14.8% |
| Years of dividend growth | – | 2 |
| Dividend growth, 5Y average | – | 2.0% |
| Buyback yield | 0.24% | 0.44% (better) |
| Shareholder yield | 0.24% | 0.98% (better) |
| Ownership | ||
| Held by institutions | 71.4% | 81.8% |
| Held by insiders | 16.5% | 11.8% |
| Insider net buying, 12 months | −$1.6B | −$585M (better) |
| Superinvestors holding | 1 | 6 (better) |
| Short interest, % of float | 1.1% | 4.2% |
Go deeper
- ANET stock overview
- ANET income statement
- ANET valuation and score
- STX stock overview
- STX income statement
- STX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.