Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: MBI stock price vs ANET: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at ANET's multiple
Needs ANET P/S.
Implied fair value · at MBI's multiple
Needs MBI P/S.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: MBI FY 2025 (ended Dec 31, 2025) · ANET FY 2025 (ended Dec 31, 2025).
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
MBIA INC. · implied price per share
Bear
$38.29
Base
$45.05
Bull
$51.80
Arista Networks, Inc. · implied price per share
Bear
$26.69
Base
$31.40
Bull
$36.11
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
-1.00x
0.01x
Net debt / EBITDA
Leverage against operating earnings
-22.54x
-0.43x
Cash and equivalents
Liquid reserves on the balance sheet
$3.94B
$1.96B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
$2.23B
$98.79M
Live quote
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LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe MBI can sustain its very high revenue growth and convert it into durable positive earnings, then a constructive stance is reasonable because the stock already trades near the low end of its historical range and below the DCF range; otherwise, the ANET-based upside should be treated as a weak comp signal rather than a true fair-value anchor.
On a P/S basis, MBI’s current price of $6.80 implies a large gap versus the ANET-derived implied price of $35.43, or 421.0% upside. However, that gap is driven more by ANET’s premium multiple and much larger, highly profitable revenue base than by directly comparable operating economics.
Supporting Metrics
