Where Does Arista Networks Stock Rank Among Competitors?
Arista Networks’ stock delivered solid 12-month returns, but how does this pure-play data center leader truly measure up against peers scaling in the AI and cloud boom? As of December 12, 2025, an analysis reveals stellar profitability (42.88% LTM Operating Margin) and industry-leading revenue growth (27.75% LTM Revenue Growth), alongside a premium valuation (54.61 PE Ratio). While its hyperscale momentum is strong due to demand for robust AI networking solutions, sustained upside relies on continued innovation amidst evolving networking demands.
- ANET’s 42.9% operating margin, highest among peers, signals superior cost efficiency and pricing power in its specialized networking niche.
- ANET’s 27.8% revenue growth, outpacing peers, suggests strong demand for its networking solutions, likely from cloud and AI infrastructure.
- ANET’s 54.6 PE reflects investor belief in future growth, despite its 16.7% stock gain trailing peers like CIEN.
Here’s how Arista Networks stacks up across size, valuation, and profitability versus key peers.
| ANET | MSI | CIEN | NTAP | FFIV | FIEE | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 156.9 | 60.8 | 20.6 | 23.6 | 15.1 | 0.0 |
| Revenue ($ Bil) | 8.4 | 11.1 | 4.8 | 6.6 | 3.1 | 0.0 |
| PE Ratio | 54.6 | 36.0 | 167.2 | 20.0 | 21.9 | -15.8 |
| LTM Revenue Growth | 27.8% | 6.4% | 18.8% | 2.5% | 9.7% | -5.6% |
| LTM Operating Margin | 42.9% | 25.1% | 6.5% | 22.6% | 25.6% | -48.4% |
| LTM FCF Margin | 47.9% | 21.5% | 13.9% | 25.3% | 29.4% | 125.5% |
| 12M Market Return | 16.7% | -21.6% | 158.4% | -4.5% | 0.4% |
For more details on Arista Networks, read Buy or Sell ANET Stock. Below we compare ANET’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ANET | 27.8% | – | 19.5% | 33.8% | 48.6% |
| MSI | 6.4% | – | 8.4% | 9.5% | 11.5% |
| CIEN | 18.8% | 18.8% | -8.5% | 20.8% | |
| NTAP | 2.5% | 4.9% | -1.5% | 0.7% | |
| FFIV | 9.7% | 9.7% | 0.1% | 4.4% | |
| FIEE | -5.6% | – | -97.5% | -48.4% | -8.7% |
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% |
| CIEN | 6.5% | 6.5% | 4.8% | 8.8% | |
| NTAP | 22.6% | 21.7% | 20.2% | 18.2% | |
| FFIV | 25.6% | 25.6% | 23.7% | 19.1% | |
| FIEE | -48.4% | – | -318.0% | -65.9% | -29.7% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ANET | 54.6 | – | 48.7 | 34.9 | 27.5 |
| MSI | 36.0 | – | 48.9 | 30.6 | 31.7 |
| CIEN | 167.2 | 97.8 | 77.6 | 29.8 | |
| NTAP | 20.0 | 20.0 | 18.6 | 10.2 | |
| FFIV | 21.9 | 21.0 | 18.5 | 21.8 | |
| FIEE | -15.8 | – | � | � | � |
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