ANET vs SNDK vs DELL
161 measures in 16 categories, one definition each, computed from filings and market data.
ANET84.6
Arista Networks, Inc.
Technology · Computer Hardware
$176.98 −4.63%$223.2B mkt cap
Score DNA
SNDK86.7
Sandisk Corporation
Technology · Computer Hardware
$1,299.30 −6.85%$187.8B mkt cap
Score DNA
DELL61.1
Dell Technologies Inc.
Technology · Computer Hardware
$451.54 −4.58%$287.1B mkt cap
Score DNA
Price, rebased to 100 three years ago
ANET SNDK DELL · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 3 | 5 | 4 |
| Last Congress purchase | 2026-07-10 | 2026-09-04 | 2026-06-18 |
| 13F net change in holders | +230 | — | — |
| ETFs adding shares, 30d | 1,637 | 1,560 | 1,477 |
| ETFs trimming, 30d | 1,270 | 1,377 | 1,145 |
| Net ETF funds, 30d | +367 | +183 | +332 |
Valuation
16 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| P/E (TTM) | 55.2x
92nd
|
16.4x
33rd
|
25.2x
50th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 1.68
71st
|
— | 0.28
14th
|
| Price / sales | 21.2x
75th
|
9.3x
55th
|
1.9x
30th
|
| Price / book | 15.1x
82nd
|
11.9x
71st
|
— |
| Price / tangible book | 15.3x
60th
|
25.2x
73rd
|
— |
| Price / free cash flow | 43.3x
82nd
|
16.3x
36th
|
33.5x
64th
|
| Price / operating cash flow | 42.1x
91st
|
16.1x
45th
|
23.6x
64th
|
| Enterprise value | $209.9B
95th
|
$183.4B
90th
|
$310.0B
100th
|
| EV / sales | 19.9x
75th
|
9.1x
55th
|
2.1x
30th
|
| EV / EBITDA | 42.1x
92nd
|
13.8x
46th
|
16.8x
69th
|
| EV / EBIT | 42.9x
92nd
|
14.0x
31st
|
20.2x
62nd
|
| EV / free cash flow | 40.7x
82nd
|
16.0x
36th
|
36.2x
64th
|
| Earnings yield | 1.8%
45th
|
6.1%
80th
|
4.0%
70th
|
| FCF yield | 2.3%
55th
|
6.1%
80th
|
3.0%
65th
|
| Operating cash flow yield | 2.4%
50th
|
6.2%
75th
|
4.2%
65th
|
| Graham number (per share) | $28.78
40th
|
$410.48
100th
|
— |
Profitability (TTM)
12 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| Gross margin | 63.0%
80th
|
71.5%
100th
|
19.8%
25th
|
| EBITDA margin | 47.3%
89th
|
65.4%
95th
|
12.2%
58th
|
| Operating margin | 43.1%
95th
|
61.3%
100th
|
9.6%
65th
|
| EBIT margin | 46.4%
89th
|
64.7%
100th
|
10.2%
63rd
|
| Net margin | 38.4%
90th
|
56.5%
95th
|
7.5%
65th
|
| NOPAT margin | 35.0%
95th
|
53.9%
100th
|
7.9%
60th
|
| FCF margin | 48.9%
95th
|
56.8%
100th
|
5.7%
50th
|
| Operating cash flow margin | 50.3%
95th
|
57.6%
100th
|
8.0%
55th
|
| R&D / revenue | 13.0%
65th
|
6.6%
25th
|
2.4%
5th
|
| SG&A / revenue | 6.9%
20th
|
3.3%
5th
|
7.8%
25th
|
| Stock comp / revenue | 4.8%
65th
|
1.1%
25th
|
0.4%
10th
|
| Effective tax rate | 18.9%
45th
|
12.2%
20th
|
17.7%
40th
|
Returns on capital
11 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| ROE (on average equity) | 31.5%
71st
|
91.6%
82nd
|
— |
| ROA | 20.1%
80th
|
64.4%
95th
|
10.5%
65th
|
| ROIC | 253.4%
95th
|
95.9%
85th
|
55.4%
70th
|
| ROCE | 28.9%
65th
|
77.4%
95th
|
35.2%
85th
|
| Return on tangible assets | 24.3%
80th
|
73.8%
100th
|
14.2%
60th
|
| Cash ROIC (OCF / invested capital) | 364.9%
95th
|
102.7%
79th
|
56.6%
63rd
|
| Gross profitability (GP / assets) | 28.0%
55th
|
64.3%
95th
|
23.5%
40th
|
| ROIC, 3-yr average | — | — | 30.7%
50th
|
| ROIC, 5-yr average | 7.0%
71st
|
— | — |
| ROE, 5-yr average | 28.3%
93rd
|
— | — |
| Incremental ROIC | 26.9%
60th
|
224.3%
100th
|
125.6%
75th
|
Growth
17 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| Revenue growth (TTM YoY) | 32.6%
55th
|
965.1%
95th
|
49.2%
70th
|
| Revenue growth (QoQ) | 12.1%
50th
|
50.7%
100th
|
7.1%
30th
|
| Revenue CAGR, 3 yr | 26.1%
79th
|
— | 17.3%
63rd
|
| Revenue CAGR, 5 yr | 32.0%
71st
|
— | 9.4%
65th
|
| Gross profit CAGR, 3 yr | 28.0%
62nd
|
— | 11.0%
50th
|
| Operating income CAGR, 3 yr | 33.7%
62nd
|
— | 40.7%
75th
|
| Net income growth (TTM YoY) | 24.4%
30th
|
— | 137.3%
80th
|
| Net income CAGR, 3 yr | 33.3%
43rd
|
— | 81.5%
100th
|
| EPS growth (TTM YoY) | 24.0%
20th
|
— | 155.5%
80th
|
| EPS CAGR, 3 yr | 32.9%
57th
|
— | 89.1%
100th
|
| EPS CAGR, 5 yr | 40.9%
80th
|
— | 29.4%
70th
|
| FCF growth (TTM YoY) | 29.7%
40th
|
— | 76.1%
70th
|
| FCF CAGR, 3 yr | 76.0%
100th
|
— | 17.5%
62nd
|
| Operating cash flow CAGR, 3 yr | 75.4%
100th
|
— | 14.5%
75th
|
| Book value CAGR, 3 yr | 35.9%
71st
|
— | — |
| Dividend CAGR, 3 yr | — | — | 8.6%
71st
|
| Sustainable growth rate | 31.5%
60th
|
91.6%
80th
|
— |
Margin history & stability
7 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| Gross margin, 3-yr average | 63.8%
89th
|
— | 21.1%
11th
|
| Operating margin, 3-yr average | 42.5%
100th
|
— | 7.3%
67th
|
| Net margin, 3-yr average | 39.4%
100th
|
— | 5.5%
56th
|
| FCF margin, 3-yr average | 47.2%
100th
|
— | 4.7%
56th
|
| Revenue stability (0-1) | 0.97
95th
|
— | 0.44
47th
|
| Earnings stability (0-1) | 0.99
100th
|
— | 0.40
53rd
|
| Margin stability (0-1) | 0.97
95th
|
— | 0.88
53rd
|
Liquidity (latest quarter)
7 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| Cash & short-term investments | $13.3B
100th
|
$4.8B
80th
|
$11.6B
95th
|
| Net cash (− = net debt) | $13.3B
100th
|
$4.4B
95th
|
−$22.9B
0th
|
| Working capital | $13.3B
95th
|
$7.2B
90th
|
−$3.2B
5th
|
| Current ratio | 2.96
60th
|
2.29
45th
|
0.96
10th
|
| Quick ratio | 2.59
75th
|
1.81
45th
|
0.71
5th
|
| Cash ratio (cash + ST investments / current liabilities) | 1.96
75th
|
0.85
45th
|
0.14
5th
|
| Defensive interval (days) | 2,721 days
90th
|
1,684 days
85th
|
1,114 days
65th
|
Leverage & solvency (latest quarter)
13 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| Total debt | $0
0th
|
$393.0M
65th
|
$34.5B
100th
|
| Debt / equity | 0.00
0th
|
0.02
35th
|
— |
| Net debt / equity | −0.90
0th
|
−0.28
59th
|
— |
| Debt / assets | 0.0%
0th
|
1.7%
30th
|
27.1%
90th
|
| Debt / capital | 0.0%
0th
|
2.4%
35th
|
— |
| Debt / EBITDA | 0.00
0th
|
0.03
8th
|
1.87
77th
|
| Net debt / EBITDA | −2.68
0th
|
−0.33
54th
|
1.24
85th
|
| Interest coverage (EBIT / interest) | — | 154.1x
93rd
|
10.6x
43rd
|
| Cash interest coverage | — | 137.3x
86th
|
8.4x
36th
|
| Debt payback (years of OCF) | 0.0 yrs
0th
|
0.0 yrs
9th
|
2.8 yrs
91st
|
| Liabilities / assets | 37.6%
40th
|
30.1%
25th
|
101.1%
95th
|
| IS credit model rating | AA | AA+ | BBB |
| Implied credit spread (bps) | 80
25th
|
65
5th
|
275
75th
|
Efficiency
11 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| Asset turnover | 0.52
35th
|
1.14
65th
|
1.40
90th
|
| Fixed asset turnover | 33.73
95th
|
30.04
90th
|
20.39
80th
|
| Inventory turnover | 1.7
6th
|
2.4
28th
|
8.5
78th
|
| Receivables turnover | 5.4
35th
|
7.0
45th
|
8.0
70th
|
| Days sales outstanding | 67 days
65th
|
52 days
55th
|
46 days
30th
|
| Days inventory outstanding | 215 days
94th
|
151 days
72nd
|
43 days
22nd
|
| Days payables outstanding | 58 days
25th
|
28 days
5th
|
116 days
75th
|
| Cash conversion cycle (days) | 224 days
90th
|
175 days
80th
|
−27 days
15th
|
| Capex / revenue | 1.4%
30th
|
0.9%
10th
|
2.4%
35th
|
| Capex / depreciation | 1.63
80th
|
1.19
60th
|
1.18
55th
|
| Operating expense ratio | 17.5%
30th
|
6.1%
5th
|
9.3%
10th
|
Cash flow & earnings quality
7 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| Operating cash flow / net income | 1.31
42nd
|
1.02
17th
|
1.07
25th
|
| FCF / net income | 1.27
67th
|
1.01
33rd
|
0.75
25th
|
| FCF / operating cash flow | 97.1%
91st
|
98.5%
100th
|
70.4%
18th
|
| Capex / operating cash flow | 2.9%
9th
|
1.5%
0th
|
29.6%
82nd
|
| Accruals ratio | -6.3%
40th
|
-1.3%
75th
|
-0.7%
85th
|
| Sloan accruals ratio | 18.9%
75th
|
19.1%
80th
|
2.9%
50th
|
| Earnings quality score (0-1) | 0.75
17th
|
1.00
67th
|
1.00
67th
|
Scores & forensic checks
15 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| IS score | 85
90th
|
87
100th
|
61
60th
|
| IS profitability | 99
95th
|
100
100th
|
31
50th
|
| IS growth | 79
80th
|
86
85th
|
88
90th
|
| IS value | 28
15th
|
42
45th
|
47
55th
|
| IS momentum | 100
90th
|
93
75th
|
94
80th
|
| IS risk (safety) | 100
45th
|
100
45th
|
65
25th
|
| IS quality | 91
85th
|
91
90th
|
63
50th
|
| IS balance sheet | 97
100th
|
93
90th
|
48
20th
|
| IS earnings quality | 66
55th
|
68
65th
|
70
75th
|
| IS cash flow | 93
100th
|
93
95th
|
56
55th
|
| Piotroski F-score (0-9) | 5
30th
|
7
60th
|
9
90th
|
| Altman Z-score | 17.1
75th
|
27.8
80th
|
2.9
30th
|
| Beneish M-score | −2.32
58th
|
0.47
95th
|
−1.94
68th
|
| Ohlson O-score | −11.10
10th
|
−14.51
0th
|
−7.83
55th
|
| IS credit score | 89
75th
|
91
80th
|
57
25th
|
Size (TTM)
8 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| Market cap | $223.2B
95th
|
$187.8B
90th
|
$287.1B
100th
|
| Revenue | $10.5B
65th
|
$20.2B
80th
|
$151.2B
100th
|
| EBITDA | $5.0B
80th
|
$13.3B
95th
|
$18.4B
100th
|
| Net income | $4.0B
85th
|
$11.4B
100th
|
$11.4B
95th
|
| Free cash flow | $5.2B
90th
|
$11.5B
100th
|
$8.6B
95th
|
| Total assets | $23.7B
80th
|
$22.5B
75th
|
$127.4B
100th
|
| Shareholders' equity | $14.8B
90th
|
$15.7B
95th
|
−$1.4B
0th
|
| Employees | 5,115
50th
|
11,100
70th
|
97,000
100th
|
Price performance
9 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| 1 day | −4.6% | −6.8% | −4.6% |
| 1 week | −18.3% | −17.9% | −22.9% |
| 1 month | −11.3% | −19.5% | −23.2% |
| 3 months | +4.5% | −6.6% | +18.5% |
| 6 months | +7.8% | +41.1% | +130.9% |
| Year to date | +32.5% | +372.1% | +256.7% |
| 1 year | +23.4% | +800.4% | +197.7% |
| 3 years, cumulative | +269.0% | — | +573.9% |
| 5 years, cumulative | +661.2% | — | +834.2% |
Technicals
4 measures| Measure | ANET | SNDK | DELL |
|---|---|---|---|
| RSI 14 | 31.6 | 29.7 | 33.2 |
| From 52-week high | −18.6% | −44.8% | −24.1% |
| From 52-week low | +54.5% | +853.3% | +311.8% |
| Beta | 1.60 | 5.22 | 1.44 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17