COMP <GO>
EXTR vs ANET // EV/EBITDA & P/E VALUATION
Extreme Networks Inc. (NASDAQ) VS. Arista Networks Inc. (NYSE) • 15-METRIC TALLY: EXTR 2
— ANET 8
▲ EV/EBITDA & P/E VALUATION LEADER: ANET
LAST: $23.59 (-3.48%) • MKT CAP: $3.12B
valuation
80.4x
LAST: $184.22 (-1.34%) • MKT CAP: $232.34B
valuation
55.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EXTR VS. ANET)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EXTR | ANET | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 62.20% | 64.10% | -1.90 | ANET | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.60% | 16.40% | -7.80 | ANET | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 80.4x | 55.6x | +24.80 | ANET | /valuation <GO> |
| Free Cash Flow Yield | 4.08% | 1.71% | +2.37 | EXTR | /fcf-yield <GO> |
| Operating Margin | 1.50% | 42.80% | -41.30 | ANET | /operating-margins <GO> |
| Net Profit Margin | -0.70% | 0.00% | -0.70 | ANET | /net-margins <GO> |
| Revenue Growth (YoY) | 2.00% | 28.60% | -26.60 | ANET | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 22.17 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | ANET | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.0 | 47.0 | +1.00 | EXTR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.30 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.12B | $232.34B | -$229.22B | ANET | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EXTR REV | ANET REV | EXTR GROSS % | ANET GROSS % | EXTR FCF | ANET FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.14B | $9.01B | 62.2% | 64.1% | $127.3M | $3.97B |
| FY 2024 | $1.12B | $7.00B | 56.5% | 64.1% | $37.4M | $3.39B |
| FY 2023 | $1.31B | $5.86B | — | — | $249.2M | $1.77B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EXTR // BETA —
ANET // BETA 1.30