Is Arista Networks Stock Outperforming Its Rivals?
With Arista Networks falling -15% in a Week, it makes sense to re-evaluate vs its peers. Consistently assessing alternatives is core to a sound investment approach. Here is how Arista Networks (ANET) stock stacks up against its peers in size, valuation, growth and margin.
- ANET has the highest operating margin among peers at 42.9%.
- ANET’s revenue growth of 27.8% in the last 12 months is strong, outpacing MSI, NTAP, CIEN, FFIV.
- ANET’s stock gained 25.0% over the past year and trades at a PE of 50.5, 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.
A single stock can be risky, but there is a huge value to a broader, diversified approach we take with the Trefis High Quality Portfolio. That is one way to look at stocks. The Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure.
| ANET | MSI | NTAP | CIEN | FFIV | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 169.4 | 65.2 | 22.7 | 28.3 | 14.2 |
| Revenue ($ Bil) | 8.4 | 11.1 | 6.6 | 4.5 | 3.0 |
| PE Ratio | 50.5 | 30.8 | 19.4 | 200.6 | 21.3 |
| LTM Revenue Growth | 27.8% | 6.4% | 3.3% | 13.0% | 8.9% |
| LTM Operating Margin | 42.9% | 25.1% | 21.8% | 5.6% | 25.2% |
| LTM FCF Margin | 47.9% | 21.5% | 25.2% | 13.3% | 31.6% |
| 12M Market Return | 25.0% | -16.0% | -6.2% | 183.4% | 1.6% |
Why does this matter? ANET just went down -14.9% 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 is really a falling knife. Sharp dips often come with rebound opportunities – see how the stock has dipped and recovered in the past through ANET Dip Buyer Analysis lens.
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Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ANET | 27.8% | – | 19.5% | 33.8% | 48.6% |
| MSI | 6.4% | – | 8.4% | 9.5% | 11.5% |
| NTAP | 3.3% | 4.9% | -1.5% | 0.7% | |
| CIEN | 13.0% | – | -8.5% | 20.8% | 0.3% |
| FFIV | 8.9% | – | 0.1% | 4.4% | 3.6% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ANET | 42.9% | – | 42.0% | 38.5% | 34.9% |
| MSI | 25.1% | – | 24.9% | 23.6% | 19.1% |
| NTAP | 21.8% | 21.7% | 20.2% | 18.2% | |
| CIEN | 5.6% | – | 4.8% | 8.8% | 7.1% |
| FFIV | 25.2% | – | 23.7% | 19.1% | 15.3% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ANET | 50.5 | – | 48.7 | 34.9 | 27.5 |
| MSI | 30.8 | – | 48.9 | 30.6 | 31.7 |
| NTAP | 19.4 | 20.0 | 18.6 | 10.2 | |
| CIEN | 200.6 | – | 146.2 | 26.3 | 50.4 |
| FFIV | 21.3 | – | 26.1 | 27.1 | 26.8 |
While peer comparison is critical, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.