ANET Soars 16% In A Single Month: How Does It Compare With Others?
Here is how Arista Networks (ANET) stacks up against its peers in size, valuation, growth and margin.
- ANET has the highest operating margin among peers at 43.1%.
- ANET’s revenue growth of 26.0% in the last 12 months is strong, outpacing MSI, NTAP, FFIV, CIEN, CSCO.
- ANET’s stock gained 53.8% over the past year and trades at a PE of 52.5, though peers like CIEN delivered stronger returns.
As a quick background, Arista Networks provides cloud networking solutions and comprehensive post-contract support, including technical assistance, hardware repair, and software updates across global markets.
| ANET | MSI | NTAP | FFIV | CIEN | CSCO | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 170.7 | 79.9 | 23.2 | 17.7 | 13.3 | 269.3 |
| Revenue ($ Bil) | 8.0 | 11.1 | 6.6 | 3.0 | 4.3 | 55.6 |
| PE Ratio | 52.5 | 37.8 | 19.8 | 26.6 | 127.3 | 27.5 |
| LTM Revenue Growth | 26.0% | 6.4% | 3.3% | 8.9% | 2.9% | 0.5% |
| LTM Operating Margin | 43.1% | 25.1% | 21.8% | 25.2% | 4.9% | 21.8% |
| LTM FCF Margin | 50.0% | 21.5% | 25.2% | 31.6% | 6.8% | 23.0% |
| 12M Market Return | 53.8% | 9.4% | -3.0% | 51.0% | 62.3% | 37.0% |
Why does this matter? ANET just went up 15.6% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell ANET Stock to see if Arista Networks holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through ANET Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ANET | 26.0% | – | 19.5% | 33.8% | 48.6% |
| MSI | 6.4% | – | 8.4% | 9.5% | 11.5% |
| NTAP | 3.3% | 4.9% | -1.5% | 0.7% | |
| FFIV | 8.9% | – | 0.1% | 4.4% | 3.6% |
| CIEN | 2.9% | – | -8.5% | 20.8% | 0.3% |
| CSCO | 0.5% | – | -5.6% | 10.6% | 3.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ANET | 43.1% | – | 42.0% | 38.5% | 34.9% |
| MSI | 25.1% | – | 24.9% | 23.6% | 19.1% |
| NTAP | 21.8% | 21.7% | 20.2% | 18.2% | |
| FFIV | 25.2% | – | 23.7% | 19.1% | 15.3% |
| CIEN | 4.9% | – | 4.8% | 8.8% | 7.1% |
| CSCO | 21.8% | – | 24.1% | 27.3% | 27.1% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ANET | 52.5 | – | 48.7 | 34.9 | 27.5 |
| MSI | 37.8 | – | 48.9 | 30.6 | 31.7 |
| NTAP | 19.8 | 20.0 | 18.6 | 10.2 | |
| FFIV | 26.6 | – | 26.1 | 27.1 | 26.8 |
| CIEN | 127.3 | – | 146.2 | 26.3 | 50.4 |
| CSCO | 27.5 | – | 23.2 | 16.4 | 16.8 |
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