| Stage | ANET | % of rev | BSX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.0B | 100.00% | $5.1B | 100.00% | BSX ×1.69 |
| Gross profit | $1.9B | 62.93% | $3.4B | 66.72% | BSX +3.8pp |
| Operating income | $1.4B | 45.39% | $828M | 16.12% | ANET +29.3pp |
| Pre-tax income | $1.5B | 49.55% | $733M | 14.27% | ANET +35.3pp |
| Net income | $1.2B | 39.95% | $580M | 11.29% | ANET +28.7pp |
| Stage | ANET | BSX | Gap · A − B |
|---|---|---|---|
| Revenue | $3.0B100.00% | $5.1B100.00% | BSX ×1.69 |
| Gross profit | 62.93%$1.9B | 66.72%$3.4B | BSX +3.8pp |
| Operating income | 45.39%$1.4B | 16.12%$828M | ANET +29.3pp |
| Pre-tax income | 49.55%$1.5B | 14.27%$733M | ANET +35.3pp |
| Net income |
| 39.95%$1.2B |
| 11.29%$580M |
| ANET +28.7pp |
No shared counterparties.