On the filings, Arista (ANET) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it HOLD.
High-quality cash machine, but ~47x GAAP earnings for flat EPS and Splunk-fueled growth prices in perfection.
Pristine, debt-free AI-networking compounder — but its multiple and ~42% top-two customer concentration cap the risk/reward.
| Metric | CSCO | ANET |
|---|---|---|
| Fundamentals score | 69 | 89 |
| Revenue growth (YoY) | +5.3% | +28.6% |
| Net income growth (YoY) | -1.4% | +23.1% |
| Net margin | 18.0% | 39.0% |
| Return on equity | 21.7% | 28.4% |
| ROIC (est.) | 13.0% | 24.4% |
| Liabilities / Equity | 1.61 | 0.57 |
| Piotroski F-score | 8 / 9 | 4 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 18, 2026, 7:22 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 2:08 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.