` Comparison: ANET, UI - Alpha Spread

ANET
vs
UI

Over the past 12 months, ANET has underperformed UI, delivering a return of +44% compared to the UI's +153% growth.

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ANET
UI
One-click summary across all key metrics.
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One-click summary across all key metrics.
Ranked results with clear takeaways.
No spreadsheets, no guesswork.
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Valuation
Growth
Profitability
Solvency
Comparing Valuation
Running a multi-layered valuation analysis to compare how attractive each stock is.
Comparing Growth
Financial growth, forecasts, volatility, and historical drawdowns.
Comparing Profitability
Margins, returns on capital, and the consistency of profitability.
Comparing Solvency
Debt levels, liquidity, interest coverage, and bankruptcy risk.
Summarizing...
We need a little more time to summarize the results

Valuation Comparison

ANET Intrinsic Value
52.35 USD
Overvaluation 54%
Intrinsic Value
Price
UI Intrinsic Value
177.1393 USD
Overvaluation 60%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Arista Networks Inc
NYSE:ANET
114.7 USD
Ubiquiti Inc
NYSE:UI
444.6825 USD
Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
ANET, UI

ANET
UI
Add Stock
Revenue
www.alphaspread.com
Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Arista Networks Inc
Revenue
Ubiquiti Inc
Revenue

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

Profitability Comparison

Free Cash Flow
ANET, UI

ANET
UI
Add Stock
Free Cash Flow
www.alphaspread.com
Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Arista Networks Inc
NYSE:ANET
Ubiquiti Inc
NYSE:UI
What is Free Cash Flow?

Gross Margin

ANET
64.1%
UI
42.2%
LTM 3Y Avg 5Y Avg 10Y Avg
Arista Networks Inc
Ubiquiti Inc

Operating Margin

ANET
42.3%
UI
30.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Arista Networks Inc
Ubiquiti Inc

Net Margin

ANET
40.7%
UI
23.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Arista Networks Inc
Ubiquiti Inc

FCF Margin

ANET
50.9%
UI
31.5%
LTM 3Y Avg 5Y Avg 10Y Avg
Arista Networks Inc
Ubiquiti Inc

ROE

ANET
33.7%
UI
237.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Arista Networks Inc
Ubiquiti Inc

ROA

ANET
24.2%
UI
43.5%
LTM 3Y Avg 5Y Avg 10Y Avg
Arista Networks Inc
Ubiquiti Inc

ROIC

ANET
50.2%
UI
56.5%
LTM 3Y Avg 5Y Avg 10Y Avg
Arista Networks Inc
Ubiquiti Inc

ROCE

ANET
31.2%
UI
95.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Arista Networks Inc
Ubiquiti Inc

Solvency Comparison

Balance Sheet Comparison

Stocks Performance

Stocks Performance
ANET, UI

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Performance Gap
ANET, UI

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ANET
UI
Difference
www.alphaspread.com

Performance By Year
ANET, UI

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ANET
UI
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