Stock comparison
Arista Networks
Fortinet
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
ANET
Arista Networks
Market cap
$183.22B
Sector
Technology
FTNT
Fortinet
Market cap
$94.12B
Sector
Technology
Overall winner
Fortinet FTNT
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | ANET | FTNT | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 83A | FTNT |
| Benjamin Graham | 88A | 82A | ANET |
| Philip Fisher | 97A | 95A | ANET |
| Peter Lynch | 72B | 75B | FTNT |
| Joel Greenblatt | 66C | 79C | FTNT |
| Charlie Munger | 87A | 82A | ANET |
| Terry Smith | 91A | 87A | ANET |
Side-by-side metrics
| Metric | ANET | FTNT |
|---|---|---|
| Market cap | $183.22B | $94.12B |
| P/E (TTM) | 48.0x | 46.4x |
| EV/EBIT | 45.6x | 42.4x |
| ROIC (TTM) | 22.43% | 33.92% |
| Gross margin | 63.54% | 80.67% |
| Net margin | 38.32% | 27.49% |
| Revenue CAGR 5y | 32.2% | 19.43% |
| EPS CAGR 5y | 41.8% | 34.75% |
| Debt / Equity | - | 0.5x |
| Dividend yield | 0.0% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
ANET leads on
- Debt / Equity-vs 0.5x+100%
- Market cap$183.22Bvs $94.12B+49%
- Revenue CAGR 5y32.2%vs 19.43%+40%
- Net margin38.32%vs 27.49%+28%
FTNT leads on
- ROIC (TTM)33.92%vs 22.43%+34%
- Gross margin80.67%vs 63.54%+21%
- EV/EBIT42.4xvs 45.6x+7%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.