` Comparison: SILC, ANET - Alpha Spread

SILC
vs
ANET

Over the past 12 months, SILC has underperformed ANET, delivering a return of -11% compared to the ANET's +16% growth.

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SILC
ANET
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Stocks Compared:
SILC ANET
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Valuation Comparison

SILC Intrinsic Value
10.67 USD
Overvaluation 21%
Intrinsic Value
Price
ANET Intrinsic Value
72.18 USD
Overvaluation 45%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Silicom Ltd
NASDAQ:SILC
13.5 USD
Arista Networks Inc
NYSE:ANET
131.12 USD
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Valuation Scenario:
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Growth Comparison

Growth Over Time
SILC, ANET

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ANET
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Silicom Ltd
Revenue
Arista Networks Inc
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
SILC, ANET

SILC
ANET
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Silicom Ltd
NASDAQ:SILC
Arista Networks Inc
NYSE:ANET
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What is Free Cash Flow?

Gross Margin

SILC
30%
ANET
64.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Silicom Ltd
Arista Networks Inc

Operating Margin

SILC
-22.3%
ANET
42.9%
LTM 3Y Avg 5Y Avg 10Y Avg
Silicom Ltd
Arista Networks Inc

Net Margin

SILC
-25.4%
ANET
39.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Silicom Ltd
Arista Networks Inc

FCF Margin

SILC
41.4%
ANET
47.9%
LTM 3Y Avg 5Y Avg 10Y Avg
Silicom Ltd
Arista Networks Inc

ROE

SILC
-11.5%
ANET
31.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Silicom Ltd
Arista Networks Inc

ROA

SILC
-9.8%
ANET
21.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Silicom Ltd
Arista Networks Inc

ROIC

SILC
-15.8%
ANET
48.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Silicom Ltd
Arista Networks Inc

ROCE

SILC
-9.5%
ANET
30.5%
LTM 3Y Avg 5Y Avg 10Y Avg
Silicom Ltd
Arista Networks Inc

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
SILC, ANET

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ANET
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Performance Gap
SILC, ANET

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SILC
ANET
Difference
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1Y 3Y 5Y 10Y 15Y 20Y

Performance By Year
SILC, ANET

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