| Stage | MNST | % of rev | ANET | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $2.5B | 100.00% | $3.0B | 100.00% | ANET ×1.20 |
| Gross profit | $1.4B | 55.95% | $1.9B | 62.93% | ANET +7.0pp |
| Operating income | $740M | 29.18% | $1.4B | 45.39% | ANET +16.2pp |
| Pre-tax income | $768M | 30.28% | $1.5B | 49.55% | ANET +19.3pp |
| Net income | $585M | 23.04% | $1.2B | 39.95% | ANET +16.9pp |
| Stage | MNST | ANET | Gap · A − B |
|---|---|---|---|
| Revenue | $2.5B100.00% | $3.0B100.00% | ANET ×1.20 |
| Gross profit | 55.95%$1.4B | 62.93%$1.9B | ANET +7.0pp |
| Operating income | 29.18%$740M | 45.39%$1.4B | ANET +16.2pp |
| Pre-tax income | 30.28%$768M | 49.55%$1.5B | ANET +19.3pp |
| Net income |
| 23.04%$585M |
| 39.95%$1.2B |
| ANET +16.9pp |
No shared counterparties.