Is ANET Stock Still the Best Pick Among Its Peers?
Here is how ANET stacks up against its peers in size, valuation, growth and margin.
- ANET’s operating margin of 42.3% is very high, but trails IDCC (57.3%).
- ANET’s revenue growth of 22.3% in the last 12 months is considered solid, outpacing UI, MSI, FFIV, LITE but lagging IDCC.
- ANET’s stock gained 28.3% over the past year with a PE of 45.7, though peers like UI, FFIV, IDCC, LITE delivered stronger returns.
| ANET | UI | MSI | FFIV | IDCC | LITE | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 138.3 | 26.6 | 70.3 | 17.2 | 5.8 | 6.9 |
| Revenue ($ Bil) | 7.4 | 2.3 | 11.0 | 2.9 | 0.8 | 1.5 |
| PE Ratio | 45.7 | 48.5 | 34.4 | 27.7 | 14.8 | -15.7 |
| LTM Revenue Growth | 22.3% | 21.4% | 7.5% | 5.6% | 33.5% | 3.6% |
| LTM Operating Margin | 42.3% | 30.7% | 25.1% | 24.8% | 57.3% | -19.4% |
| LTM FCF Margin | 50.9% | 31.5% | 20.7% | 28.4% | 14.8% | -7.1% |
| 12M Market Return | 28.3% | 162.5% | 7.4% | 69.8% | 85.8% | 79.8% |
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ANET | 22.3% | 19.5% | 33.8% | 48.6% |
| UI | 21.4% | -0.6% | 14.7% | -10.9% |
| MSI | 7.5% | 8.4% | 9.5% | 11.5% |
| FFIV | 5.6% | 0.1% | 4.4% | 3.6% |
| IDCC | 33.5% | 58.0% | 20.1% | 7.6% |
| LITE | 3.6% | -23.1% | 3.2% | -1.7% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ANET | 42.3% | 42.0% | 38.5% | 34.9% |
| UI | 30.7% | 25.9% | 28.1% | 27.3% |
| MSI | 25.1% | 24.9% | 23.6% | 19.1% |
| FFIV | 24.8% | 23.7% | 19.1% | 15.3% |
| IDCC | 57.3% | 50.6% | 40.3% | 33.6% |
| LITE | -19.4% | -26.6% | -5.0% | 17.6% |
PE Ratio Comparison
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| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ANET | 32.2 | 48.7 | 34.9 | 27.5 |
| UI | 34.2 | 57.3 | 20.7 | 44.6 |
| MSI | 35.7 | 48.9 | 30.6 | 31.7 |
| FFIV | 24.8 | 26.1 | 27.1 | 26.8 |
| IDCC | 13.6 | 13.7 | 13.6 | 15.9 |
| LITE | -9.8 | -10.3 | -27.2 | 18.7 |
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