Arista Networks [ANET] vs Super Micro [SMCI] Detailed Stock Comparison
Arista Networks
NYSE
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Super Micro
NASDAQ
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TLDR: Quick Comparison Summary
Based on 19 vital metrics comparison: Arista Networks wins in 12 metrics, Super Micro wins in 7 metrics, with 0 ties. Arista Networks appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Arista Networks | Super Micro | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 58.10 | 27.90 | Super Micro |
| Price-to-Book Ratio | 17.01 | 4.42 | Super Micro |
| Debt-to-Equity Ratio | 0.00 | 80.28 | Arista Networks |
| PEG Ratio | 1.71 | -0.62 | Super Micro |
| EV/EBITDA | 51.63 | 20.67 | Super Micro |
| Profit Margin (TTM) | 40.90% | 4.77% | Arista Networks |
| Operating Margin (TTM) | 44.73% | 3.97% | Arista Networks |
| EBITDA Margin (TTM) | 44.73% | 3.97% | Arista Networks |
| Return on Equity | 33.64% | 17.90% | Arista Networks |
| Return on Assets (TTM) | 15.23% | 6.57% | Arista Networks |
| Free Cash Flow (TTM) | $3.68B | $1.53B | Arista Networks |
| 1-Year Return | 50.04% | 10.08% | Arista Networks |
| Price-to-Sales Ratio (TTM) | 23.33 | 1.27 | Super Micro |
| Enterprise Value | $179.20B | $27.11B | Arista Networks |
| EV/Revenue Ratio | 22.54 | 1.23 | Super Micro |
| Gross Profit Margin (TTM) | 65.25% | 9.45% | Arista Networks |
| Revenue per Share (TTM) | $6 | $37 | Super Micro |
| Earnings per Share (Diluted) | $2.54 | $1.68 | Arista Networks |
| Beta (Stock Volatility) | 1.50 | 1.55 | Arista Networks |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Arista Networks vs Super Micro Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Arista Networks | 0.29% | -0.14% | 7.22% | 50.19% | 63.00% | 27.60% |
| Super Micro | 0.09% | 2.90% | 4.83% | 7.84% | 10.74% | 53.74% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Arista Networks | 50.04% | 405.46% | 1,019.62% | 3,538.78% | 4,046.51% | 4,046.51% |
| Super Micro | 10.08% | 738.48% | 1,690.70% | 1,567.87% | 4,342.31% | 5,033.33% |
News Based Sentiment: Arista Networks vs Super Micro
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.
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.
Performance & Financial Health Analysis: Arista Networks vs Super Micro
| Metric | ANET | SMCI |
|---|---|---|
| Market Information | ||
| Market Cap | $182.75B | $27.92B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 11,213,795 | 33,342,164 |
| 90 Day Avg. Volume | 8,755,585 | 27,517,685 |
| Last Close | $143.06 | $46.24 |
| 52 Week Range | $59.43 - $156.32 | $17.25 - $66.44 |
| % from 52W High | -8.48% | -30.40% |
| All-Time High | $156.32 (Sep 11, 2025) | $122.90 (Mar 04, 2024) |
| % from All-Time High | -8.48% | -62.38% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.30% | 0.08% |
| Quarterly Earnings Growth | 0.34% | -0.34% |
| Financial Health | ||
| Profit Margin (TTM) | 0.41% | 0.05% |
| Operating Margin (TTM) | 0.45% | 0.04% |
| Return on Equity (TTM) | 0.34% | 0.18% |
| Debt to Equity (MRQ) | 0.00 | 80.28 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $8.67 | $10.61 |
| Cash per Share (MRQ) | $7.04 | $8.71 |
| Operating Cash Flow (TTM) | $4.05B | $1.66B |
| Levered Free Cash Flow (TTM) | $3.33B | $1.45B |
| Dividends | ||
| Last 12-Month Dividend Yield | N/A | N/A |
| Last 12-Month Dividend | N/A | N/A |
Valuation & Enterprise Metrics Analysis: Arista Networks vs Super Micro
| Metric | ANET | SMCI |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 58.10 | 27.90 |
| Forward P/E | 15.17 | 11.05 |
| PEG Ratio | 1.71 | -0.62 |
| Price to Sales (TTM) | 23.33 | 1.27 |
| Price to Book (MRQ) | 17.01 | 4.42 |
| Market Capitalization | ||
| Market Capitalization | $182.75B | $27.92B |
| Enterprise Value | $179.20B | $27.11B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 22.54 | 1.23 |
| Enterprise to EBITDA | 51.63 | 20.67 |
| Risk & Other Metrics | ||
| Beta | 1.50 | 1.55 |
| Book Value per Share (MRQ) | $8.67 | $10.61 |
Financial Statements Comparison: Arista Networks vs Super Micro
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) | ANET | SMCI |
|---|---|---|
| Revenue/Sales | $2.00B | $5.76B |
| Cost of Goods Sold | $728.70M | $5.21B |
| Gross Profit | $1.28B | $544.10M |
| Research & Development | $266.40M | $183.22M |
| Operating Income (EBIT) | $858.80M | $228.39M |
| EBITDA | $872.60M | $263.64M |
| Pre-Tax Income | $955.00M | $222.73M |
| Income Tax | $141.20M | $19.31M |
| Net Income (Profit) | $813.80M | $195.15M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | ANET | SMCI |
|---|---|---|
| Cash & Equivalents | $1.85B | $5.17B |
| Total Current Assets | $12.28B | $12.30B |
| Total Current Liabilities | $3.12B | $2.34B |
| Long-Term Debt | N/A | $4.68B |
| Total Shareholders Equity | $10.12B | $6.30B |
| Retained Earnings | $7.57B | $3.43B |
| Property, Plant & Equipment | $0 | $293.69M |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | ANET | SMCI |
|---|---|---|
| Operating Cash Flow | $641.70M | $537.64M |
| Capital Expenditures | $-28.40M | $-22.68M |
| Free Cash Flow | $613.30M | $840.94M |
| Debt Repayment | N/A | $-37.28M |
| Common Stock Repurchase | $-787.10M | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | ANET | SMCI |
|---|---|---|
| Shares Short | 12.52M | 95.00M |
| Short Ratio | 1.31 | 2.64 |
| Short % of Float | 0.01% | 0.21% |
| Average Daily Volume (10 Day) | 11,213,795 | 33,342,164 |
| Average Daily Volume (90 Day) | 8,755,585 | 27,517,685 |
| Shares Outstanding | 1.26B | 594.14M |
| Float Shares | 1.04B | 494.48M |
| % Held by Insiders | 0.18% | 0.17% |
| % Held by Institutions | 0.69% | 0.52% |
Dividend Analysis & Yield Comparison: Arista Networks vs Super Micro
| Metric | ANET | SMCI |
|---|---|---|
| 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 |