COMPARE
Side-by-side factor and exposure compare for substitution diligence.
37
Score
CLEAR — Arista Networks: sole-source / single-point-of-failure dominance compounded by sanctions exposure in its immediate supply path in networking systems. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence65
Sanctions Exposure45
Downstream Criticality43
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 3
45
Score
WATCH — Dell Technologies: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in networking systems. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence86
Sanctions Exposure45
Downstream Criticality55
Sanctioned: No
DoD: —
Suppliers: 5
Customers: 7
Shared counterparties
Shared suppliers (2)
Shared customers (3)
0
Δ Foreign-Origin
+21
Δ Sole-Source
0
Δ Sanctions
+12
Δ Downstream