` Comparison: SMT, ANET - Alpha Spread

S
SMT
vs
ANET

Over the past 12 months, SMT has significantly outperformed ANET, delivering a return of +70% compared to the ANET's +39% growth.

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SMT
ANET
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One-click summary across all key metrics.
Ranked results with clear takeaways.
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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

S
SMT Intrinsic Value
14 371.64 VND
Undervaluation 37%
Intrinsic Value
Price
ANET Intrinsic Value
52.32 USD
Overvaluation 54%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
S
Sametel Corp
VN:SMT
9 000 VND
Arista Networks Inc
NYSE:ANET
113.04 USD
Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
SMT, ANET

SMT
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
S
Sametel Corp
Revenue
Arista Networks Inc
Revenue

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

Profitability Comparison

Free Cash Flow
SMT, ANET

SMT
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
S
Sametel Corp
VN:SMT
Arista Networks Inc
NYSE:ANET
What is Free Cash Flow?

Gross Margin

SMT
15.4%
ANET
64.1%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Sametel Corp
Arista Networks Inc

Operating Margin

SMT
-0.4%
ANET
42.3%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Sametel Corp
Arista Networks Inc

Net Margin

SMT
-8.3%
ANET
40.7%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Sametel Corp
Arista Networks Inc

FCF Margin

SMT
-2.8%
ANET
50.9%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Sametel Corp
Arista Networks Inc

ROE

SMT
-9.9%
ANET
33.7%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Sametel Corp
Arista Networks Inc

ROA

SMT
-5.2%
ANET
24.2%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Sametel Corp
Arista Networks Inc

ROIC

SMT
-0.4%
ANET
50.2%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Sametel Corp
Arista Networks Inc

ROCE

SMT
-0.5%
ANET
31.2%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Sametel Corp
Arista Networks Inc

Solvency Comparison

Balance Sheet Comparison

Stocks Performance

Stocks Performance
SMT, ANET

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Performance Gap
SMT, ANET

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SMT
ANET
Difference
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Performance By Year
SMT, ANET

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SMT
ANET
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