InterDigital or Arista Networks: Which Stock Has More Upside?
Arista Networks fell -7.2% during the past Day. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer InterDigital gives you more. InterDigital (IDCC) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Arista Networks (ANET) stock, suggesting you may be better off investing in IDCC
- IDCC’s quarterly revenue growth was 28.0%, vs. ANET’s 27.5%.
- In addition, its Last 12 Months revenue growth came in at 28.8%, ahead of ANET’s 27.8%.
- IDCC leads on profitability over both periods – LTM margin of 62.0% and 3-year average of 48.6%.
These differences become even clearer when you look at the financials side by side. The table highlights how ANET’s fundamentals stack up against those of IDCC on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| ANET | IDCC | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 43.3 | 15.9 | IDCC |
| Revenue Growth | |||
| Last Quarter | 27.5% | 28.0% | IDCC |
| Last 12 Months | 27.8% | 28.8% | IDCC |
| Last 3 Year Average | 29.4% | 27.1% | ANET |
| Operating Margins | |||
| Last 12 Months | 42.9% | 62.0% | IDCC |
| Last 3 Year Average | 40.8% | 48.6% | IDCC |
| Momentum | |||
| Last 3 Year Return | 281.1% | 650.7% | ANET |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: ANET Revenue Comparison | IDCC Revenue Comparison
See more margin details: ANET Operating Income Comparison | IDCC Operating Income Comparison
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See detailed fundamentals on Buy or Sell IDCC Stock and Buy or Sell ANET Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| ANET Return | 43% | 98% | -16% | 94% | 88% | 22% | 957% | <=== | |
| IDCC Return | 14% | 20% | -29% | 124% | 81% | 87% | 636% | ||
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 111% | ||
| Monthly Win Rates [3] | |||||||||
| ANET Win Rate | 67% | 75% | 42% | 67% | 83% | 75% | 68% | <=== | |
| IDCC Win Rate | 58% | 58% | 33% | 50% | 67% | 67% | 56% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | 65% | ||
| Max Drawdowns [4] | |||||||||
| ANET Max Drawdown | -23% | -8% | -37% | -10% | -3% | -42% | -20% | ||
| IDCC Max Drawdown | -38% | 0% | -43% | 0% | -11% | -11% | -17% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 12/12/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read IDCC Dip Buyer Analyses and ANET Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Still not sure about ANET or IDCC? Consider portfolio approach.
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