SNDK vs ANET vs STX
161 measures in 16 categories, one definition each, computed from filings and market data.
SNDK86.7
Sandisk Corporation
Technology · Computer Hardware
$1,299.30 −6.85%$187.8B mkt cap
Score DNA
ANET84.6
Arista Networks, Inc.
Technology · Computer Hardware
$176.98 −4.63%$223.2B mkt cap
Score DNA
STX84.7
Seagate Technology Holdings plc
Technology · Computer Hardware
$639.01 −7.50%$145.3B mkt cap
Score DNA
Price, rebased to 100 three years ago
SNDK ANET STX · 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 | SNDK | ANET | STX |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 5 | 3 | 1 |
| Last Congress purchase | 2026-09-04 | 2026-07-10 | 2026-03-27 |
| 13F net change in holders | — | +230 | +505 |
| ETFs adding shares, 30d | 1,560 | 1,637 | 1,701 |
| ETFs trimming, 30d | 1,377 | 1,270 | 1,272 |
| Net ETF funds, 30d | +183 | +367 | +429 |
Valuation
16 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| P/E (TTM) | 16.4x
33rd
|
55.2x
92nd
|
45.6x
83rd
|
| PEG (P/E ÷ 3-yr EPS CAGR) | — | 1.68
71st
|
— |
| Price / sales | 9.3x
55th
|
21.2x
75th
|
11.9x
70th
|
| Price / book | 11.9x
71st
|
15.1x
82nd
|
67.1x
100th
|
| Price / tangible book | 25.2x
73rd
|
15.3x
60th
|
198.5x
100th
|
| Price / free cash flow | 16.3x
36th
|
43.3x
82nd
|
43.7x
91st
|
| Price / operating cash flow | 16.1x
45th
|
42.1x
91st
|
39.5x
82nd
|
| Enterprise value | $183.4B
90th
|
$209.9B
95th
|
$147.5B
85th
|
| EV / sales | 9.1x
55th
|
19.9x
75th
|
12.1x
70th
|
| EV / EBITDA | 13.8x
46th
|
42.1x
92nd
|
34.7x
85th
|
| EV / EBIT | 14.0x
31st
|
42.9x
92nd
|
37.1x
85th
|
| EV / free cash flow | 16.0x
36th
|
40.7x
82nd
|
44.3x
91st
|
| Earnings yield | 6.1%
80th
|
1.8%
45th
|
2.2%
50th
|
| FCF yield | 6.1%
80th
|
2.3%
55th
|
2.3%
50th
|
| Operating cash flow yield | 6.2%
75th
|
2.4%
50th
|
2.5%
55th
|
| Graham number (per share) | $410.48
100th
|
$28.78
40th
|
$54.41
80th
|
Profitability (TTM)
12 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| Gross margin | 71.5%
100th
|
63.0%
80th
|
45.6%
65th
|
| EBITDA margin | 65.4%
95th
|
47.3%
89th
|
34.9%
84th
|
| Operating margin | 61.3%
100th
|
43.1%
95th
|
33.6%
85th
|
| EBIT margin | 64.7%
100th
|
46.4%
89th
|
32.6%
84th
|
| Net margin | 56.5%
95th
|
38.4%
90th
|
26.1%
85th
|
| NOPAT margin | 53.9%
100th
|
35.0%
95th
|
29.0%
85th
|
| FCF margin | 56.8%
100th
|
48.9%
95th
|
27.3%
90th
|
| Operating cash flow margin | 57.6%
100th
|
50.3%
95th
|
30.1%
90th
|
| R&D / revenue | 6.6%
25th
|
13.0%
65th
|
6.2%
20th
|
| SG&A / revenue | 3.3%
5th
|
6.9%
20th
|
4.7%
15th
|
| Stock comp / revenue | 1.1%
25th
|
4.8%
65th
|
1.7%
45th
|
| Effective tax rate | 12.2%
20th
|
18.9%
45th
|
13.7%
35th
|
Returns on capital
11 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| ROE (on average equity) | 91.6%
82nd
|
31.5%
71st
|
371.5%
100th
|
| ROA | 64.4%
95th
|
20.1%
80th
|
35.4%
90th
|
| ROIC | 95.9%
85th
|
253.4%
95th
|
81.8%
75th
|
| ROCE | 77.4%
95th
|
28.9%
65th
|
59.4%
90th
|
| Return on tangible assets | 73.8%
100th
|
24.3%
80th
|
44.2%
90th
|
| Cash ROIC (OCF / invested capital) | 102.7%
79th
|
364.9%
95th
|
85.0%
74th
|
| Gross profitability (GP / assets) | 64.3%
95th
|
28.0%
55th
|
55.7%
80th
|
| ROIC, 3-yr average | — | — | 45.2%
60th
|
| ROIC, 5-yr average | — | 7.0%
71st
|
— |
| ROE, 5-yr average | — | 28.3%
93rd
|
— |
| Incremental ROIC | 224.3%
100th
|
26.9%
60th
|
205.0%
95th
|
Growth
17 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| Revenue growth (TTM YoY) | 965.1%
95th
|
32.6%
55th
|
34.1%
60th
|
| Revenue growth (QoQ) | 50.7%
100th
|
12.1%
50th
|
16.6%
75th
|
| Revenue CAGR, 3 yr | — | 26.1%
79th
|
18.2%
68th
|
| Revenue CAGR, 5 yr | — | 32.0%
71st
|
2.7%
47th
|
| Gross profit CAGR, 3 yr | — | 28.0%
62nd
|
57.7%
88th
|
| Operating income CAGR, 3 yr | — | 33.7%
62nd
|
— |
| Net income growth (TTM YoY) | — | 24.4%
30th
|
116.7%
60th
|
| Net income CAGR, 3 yr | — | 33.3%
43rd
|
— |
| EPS growth (TTM YoY) | — | 24.0%
20th
|
106.3%
60th
|
| EPS CAGR, 3 yr | — | 32.9%
57th
|
— |
| EPS CAGR, 5 yr | — | 40.9%
80th
|
19.8%
50th
|
| FCF growth (TTM YoY) | — | 29.7%
40th
|
306.6%
100th
|
| FCF CAGR, 3 yr | — | 76.0%
100th
|
74.5%
88th
|
| Operating cash flow CAGR, 3 yr | — | 75.4%
100th
|
57.4%
88th
|
| Book value CAGR, 3 yr | — | 35.9%
71st
|
— |
| Dividend CAGR, 3 yr | — | — | -1.5%
0th
|
| Sustainable growth rate | 91.6%
80th
|
31.5%
60th
|
297.5%
100th
|
Margin history & stability
7 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| Gross margin, 3-yr average | — | 63.8%
89th
|
34.7%
44th
|
| Operating margin, 3-yr average | — | 42.5%
100th
|
20.4%
89th
|
| Net margin, 3-yr average | — | 39.4%
100th
|
15.8%
83rd
|
| FCF margin, 3-yr average | — | 47.2%
100th
|
15.5%
78th
|
| Revenue stability (0-1) | — | 0.97
95th
|
0.03
11th
|
| Earnings stability (0-1) | — | 0.99
100th
|
0.17
26th
|
| Margin stability (0-1) | — | 0.97
95th
|
0.65
26th
|
Liquidity (latest quarter)
7 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| Cash & short-term investments | $4.8B
80th
|
$13.3B
100th
|
$1.7B
55th
|
| Net cash (− = net debt) | $4.4B
95th
|
$13.3B
100th
|
−$2.2B
15th
|
| Working capital | $7.2B
90th
|
$13.3B
95th
|
$1.9B
75th
|
| Current ratio | 2.29
45th
|
2.96
60th
|
1.59
35th
|
| Quick ratio | 1.81
45th
|
2.59
75th
|
1.11
30th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.85
45th
|
1.96
75th
|
0.52
30th
|
| Defensive interval (days) | 1,684 days
85th
|
2,721 days
90th
|
807 days
60th
|
Leverage & solvency (latest quarter)
13 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| Total debt | $393.0M
65th
|
$0
0th
|
$3.9B
80th
|
| Debt / equity | 0.02
35th
|
0.00
0th
|
1.78
100th
|
| Net debt / equity | −0.28
59th
|
−0.90
0th
|
0.99
100th
|
| Debt / assets | 1.7%
30th
|
0.0%
0th
|
38.7%
100th
|
| Debt / capital | 2.4%
35th
|
0.0%
0th
|
64.0%
100th
|
| Debt / EBITDA | 0.03
8th
|
0.00
0th
|
0.91
54th
|
| Net debt / EBITDA | −0.33
54th
|
−2.68
0th
|
0.51
77th
|
| Interest coverage (EBIT / interest) | 154.1x
93rd
|
— | 14.0x
50th
|
| Cash interest coverage | 137.3x
86th
|
— | 12.9x
50th
|
| Debt payback (years of OCF) | 0.0 yrs
9th
|
0.0 yrs
0th
|
1.1 yrs
55th
|
| Liabilities / assets | 30.1%
25th
|
37.6%
40th
|
78.3%
80th
|
| IS credit model rating | AA+ | AA | A+ |
| Implied credit spread (bps) | 65
5th
|
80
25th
|
125
30th
|
Efficiency
11 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| Asset turnover | 1.14
65th
|
0.52
35th
|
1.36
80th
|
| Fixed asset turnover | 30.04
90th
|
33.73
95th
|
6.00
45th
|
| Inventory turnover | 2.4
28th
|
1.7
6th
|
4.4
56th
|
| Receivables turnover | 7.0
45th
|
5.4
35th
|
9.8
100th
|
| Days sales outstanding | 52 days
55th
|
67 days
65th
|
37 days
0th
|
| Days inventory outstanding | 151 days
72nd
|
215 days
94th
|
83 days
44th
|
| Days payables outstanding | 28 days
5th
|
58 days
25th
|
92 days
70th
|
| Cash conversion cycle (days) | 175 days
80th
|
224 days
90th
|
28 days
35th
|
| Capex / revenue | 0.9%
10th
|
1.4%
30th
|
2.9%
40th
|
| Capex / depreciation | 1.19
60th
|
1.63
80th
|
1.26
65th
|
| Operating expense ratio | 6.1%
5th
|
17.5%
30th
|
9.8%
15th
|
Cash flow & earnings quality
7 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| Operating cash flow / net income | 1.02
17th
|
1.31
42nd
|
1.15
33rd
|
| FCF / net income | 1.01
33rd
|
1.27
67th
|
1.04
42nd
|
| FCF / operating cash flow | 98.5%
100th
|
97.1%
91st
|
90.5%
73rd
|
| Capex / operating cash flow | 1.5%
0th
|
2.9%
9th
|
9.5%
27th
|
| Accruals ratio | -1.3%
75th
|
-6.3%
40th
|
-5.4%
50th
|
| Sloan accruals ratio | 19.1%
80th
|
18.9%
75th
|
7.3%
65th
|
| Earnings quality score (0-1) | 1.00
67th
|
0.75
17th
|
0.75
17th
|
Scores & forensic checks
15 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| IS score | 87
100th
|
85
90th
|
85
95th
|
| IS profitability | 100
100th
|
99
95th
|
96
85th
|
| IS growth | 86
85th
|
79
80th
|
100
100th
|
| IS value | 42
45th
|
28
15th
|
32
30th
|
| IS momentum | 93
75th
|
100
90th
|
97
85th
|
| IS risk (safety) | 100
45th
|
100
45th
|
100
45th
|
| IS quality | 91
90th
|
91
85th
|
81
80th
|
| IS balance sheet | 93
90th
|
97
100th
|
63
35th
|
| IS earnings quality | 68
65th
|
66
55th
|
74
90th
|
| IS cash flow | 93
95th
|
93
100th
|
85
85th
|
| Piotroski F-score (0-9) | 7
60th
|
5
30th
|
8
75th
|
| Altman Z-score | 27.8
80th
|
17.1
75th
|
16.4
70th
|
| Beneish M-score | 0.47
95th
|
−2.32
58th
|
−2.42
42nd
|
| Ohlson O-score | −14.51
0th
|
−11.10
10th
|
−8.01
45th
|
| IS credit score | 91
80th
|
89
75th
|
77
65th
|
Size (TTM)
8 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| Market cap | $187.8B
90th
|
$223.2B
95th
|
$145.3B
85th
|
| Revenue | $20.2B
80th
|
$10.5B
65th
|
$12.2B
70th
|
| EBITDA | $13.3B
95th
|
$5.0B
80th
|
$4.2B
75th
|
| Net income | $11.4B
100th
|
$4.0B
85th
|
$3.2B
80th
|
| Free cash flow | $11.5B
100th
|
$5.2B
90th
|
$3.3B
75th
|
| Total assets | $22.5B
75th
|
$23.7B
80th
|
$10.0B
60th
|
| Shareholders' equity | $15.7B
95th
|
$14.8B
90th
|
$2.2B
65th
|
| Employees | 11,100
70th
|
5,115
50th
|
30,000
80th
|
Price performance
9 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| 1 day | −6.8% | −4.6% | −7.5% |
| 1 week | −17.9% | −18.3% | −18.4% |
| 1 month | −19.5% | −11.3% | −20.4% |
| 3 months | −6.6% | +4.5% | −20.4% |
| 6 months | +41.1% | +7.8% | +16.7% |
| Year to date | +372.1% | +32.5% | +122.2% |
| 1 year | +800.4% | +23.4% | +191.3% |
| 3 years, cumulative | — | +269.0% | +869.5% |
| 5 years, cumulative | — | +661.2% | +816.0% |
Technicals
4 measures| Measure | SNDK | ANET | STX |
|---|---|---|---|
| RSI 14 | 29.7 | 31.6 | 27.6 |
| From 52-week high | −44.8% | −18.6% | −44.1% |
| From 52-week low | +853.3% | +54.5% | +205.8% |
| Beta | 5.22 | 1.60 | 2.08 |
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