Super Micro [SMCI] vs Arista Networks [ANET] Detailed Stock Comparison
Super Micro
NASDAQ
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Arista Networks
NYSE
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TLDR: Quick Comparison Summary
Based on 19 vital metrics comparison: Super Micro wins in 7 metrics, Arista Networks wins in 12 metrics, with 0 ties. Arista Networks appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Super Micro | Arista Networks | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 27.90 | 58.10 | Super Micro |
| Price-to-Book Ratio | 4.42 | 17.01 | Super Micro |
| Debt-to-Equity Ratio | 80.28 | 0.00 | Arista Networks |
| PEG Ratio | -0.62 | 1.71 | Super Micro |
| EV/EBITDA | 20.67 | 51.63 | Super Micro |
| Profit Margin (TTM) | 4.77% | 40.90% | Arista Networks |
| Operating Margin (TTM) | 3.97% | 44.73% | Arista Networks |
| EBITDA Margin (TTM) | 3.97% | 44.73% | Arista Networks |
| Return on Equity | 17.90% | 33.64% | Arista Networks |
| Return on Assets (TTM) | 6.57% | 15.23% | Arista Networks |
| Free Cash Flow (TTM) | $1.53B | $3.68B | Arista Networks |
| 1-Year Return | 10.17% | 50.48% | Arista Networks |
| Price-to-Sales Ratio (TTM) | 1.27 | 23.33 | Super Micro |
| Enterprise Value | $27.11B | $179.20B | Arista Networks |
| EV/Revenue Ratio | 1.23 | 22.54 | Super Micro |
| Gross Profit Margin (TTM) | 9.45% | 65.25% | Arista Networks |
| Revenue per Share (TTM) | $37 | $6 | Super Micro |
| Earnings per Share (Diluted) | $1.68 | $2.54 | Arista Networks |
| Beta (Stock Volatility) | 1.55 | 1.50 | Arista Networks |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Super Micro vs Arista Networks Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Super Micro | 0.09% | 0.65% | 4.92% | -0.79% | 13.78% | 53.88% |
| Arista Networks | 0.29% | -2.45% | 7.53% | 48.54% | 64.55% | 27.97% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Super Micro | 10.17% | 739.20% | 1,692.25% | 1,569.31% | 4,346.15% | 5,037.78% |
| Arista Networks | 50.48% | 406.95% | 1,022.92% | 3,549.49% | 4,058.72% | 4,058.72% |
News Based Sentiment: Super Micro vs Arista Networks
Super Micro
News based Sentiment: MIXED
September presented a mixed bag for Super Micro, with the launch of promising AI systems coinciding with disappointing financial results and a lowered revenue forecast. While the company is strategically positioned in a growing market, execution challenges and insider selling create uncertainty for investors, making it a moderately significant month for the company's investment story.
Arista Networks
News based Sentiment: MIXED
September presented a mixed bag for Arista Networks. While the company raised its revenue guidance and saw analyst upgrades driven by AI demand, insider selling and a stock dip following the Analyst Day introduced caution. The conflicting signals regarding valuation and investor confidence make this a significant, yet complex, month for the company.
Performance & Financial Health Analysis: Super Micro vs Arista Networks
| Metric | SMCI | ANET |
|---|---|---|
| Market Information | ||
| Market Cap | $27.92B | $182.75B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 33,342,164 | 11,213,795 |
| 90 Day Avg. Volume | 27,517,685 | 8,755,585 |
| Last Close | $46.24 | $143.06 |
| 52 Week Range | $17.25 - $66.44 | $59.43 - $156.32 |
| % from 52W High | -30.40% | -8.48% |
| All-Time High | $122.90 (Mar 04, 2024) | $156.32 (Sep 11, 2025) |
| % from All-Time High | -62.38% | -8.48% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.08% | 0.30% |
| Quarterly Earnings Growth | -0.34% | 0.34% |
| Financial Health | ||
| Profit Margin (TTM) | 0.05% | 0.41% |
| Operating Margin (TTM) | 0.04% | 0.45% |
| Return on Equity (TTM) | 0.18% | 0.34% |
| Debt to Equity (MRQ) | 80.28 | 0.00 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $10.61 | $8.67 |
| Cash per Share (MRQ) | $8.71 | $7.04 |
| Operating Cash Flow (TTM) | $1.66B | $4.05B |
| Levered Free Cash Flow (TTM) | $1.45B | $3.33B |
| Dividends | ||
| Last 12-Month Dividend Yield | N/A | N/A |
| Last 12-Month Dividend | N/A | N/A |
Valuation & Enterprise Metrics Analysis: Super Micro vs Arista Networks
| Metric | SMCI | ANET |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 27.90 | 58.10 |
| Forward P/E | 11.05 | 15.17 |
| PEG Ratio | -0.62 | 1.71 |
| Price to Sales (TTM) | 1.27 | 23.33 |
| Price to Book (MRQ) | 4.42 | 17.01 |
| Market Capitalization | ||
| Market Capitalization | $27.92B | $182.75B |
| Enterprise Value | $27.11B | $179.20B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 1.23 | 22.54 |
| Enterprise to EBITDA | 20.67 | 51.63 |
| Risk & Other Metrics | ||
| Beta | 1.55 | 1.50 |
| Book Value per Share (MRQ) | $10.61 | $8.67 |
Financial Statements Comparison: Super Micro vs Arista Networks
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | SMCI | ANET |
|---|---|---|
| Revenue/Sales | $5.76B | $2.00B |
| Cost of Goods Sold | $5.21B | $728.70M |
| Gross Profit | $544.10M | $1.28B |
| Research & Development | $183.22M | $266.40M |
| Operating Income (EBIT) | $228.39M | $858.80M |
| EBITDA | $263.64M | $872.60M |
| Pre-Tax Income | $222.73M | $955.00M |
| Income Tax | $19.31M | $141.20M |
| Net Income (Profit) | $195.15M | $813.80M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | SMCI | ANET |
|---|---|---|
| Cash & Equivalents | $5.17B | $1.85B |
| Total Current Assets | $12.30B | $12.28B |
| Total Current Liabilities | $2.34B | $3.12B |
| Long-Term Debt | $4.68B | N/A |
| Total Shareholders Equity | $6.30B | $10.12B |
| Retained Earnings | $3.43B | $7.57B |
| Property, Plant & Equipment | $293.69M | $0 |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | SMCI | ANET |
|---|---|---|
| Operating Cash Flow | $537.64M | $641.70M |
| Capital Expenditures | $-22.68M | $-28.40M |
| Free Cash Flow | $840.94M | $613.30M |
| Debt Repayment | $-37.28M | N/A |
| Common Stock Repurchase | N/A | $-787.10M |
Short Interest & Institutional Ownership Analysis
| Metric | SMCI | ANET |
|---|---|---|
| Shares Short | 95.00M | 12.52M |
| Short Ratio | 2.64 | 1.31 |
| Short % of Float | 0.21% | 0.01% |
| Average Daily Volume (10 Day) | 33,342,164 | 11,213,795 |
| Average Daily Volume (90 Day) | 27,517,685 | 8,755,585 |
| Shares Outstanding | 594.14M | 1.26B |
| Float Shares | 494.48M | 1.04B |
| % Held by Insiders | 0.17% | 0.18% |
| % Held by Institutions | 0.52% | 0.69% |
Dividend Analysis & Yield Comparison: Super Micro vs Arista Networks
| Metric | SMCI | ANET |
|---|---|---|
| Last 12-Month Dividend | N/A | N/A |
| Last 12-Month Dividend Yield | N/A | N/A |
| 3-Year Avg Annual Dividend | N/A | N/A |
| 3-Year Avg Dividend Yield | N/A | N/A |
| 3-Year Total Dividends | N/A | N/A |
| Ex-Dividend Date | N/A | N/A |