Sectivia

Astera Labsvs.Arista Networks

ALAB vs ANET · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Arista Networks is about 3.3× larger than Astera Labs by market cap; Arista Networks trades at the lower P/E (63.3 vs 264.5); year to date, Astera Labs leads (+148.2% vs +42.7%).

Side by side

ALABANET
Market cap$70.8B$235B
Price$412.97$186.96
Today−1.1%+1.2%
Return YTD+148.2%+42.7%
Return 1Y+325.7%+75.9%
P/E264.563.3
P/S70.724.2
P/B47.417.5

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

Astera LabsALAB

NASDAQ · USA

Supplies connectivity chips (PCIe/CXL retimers, optical modules) that resolve signal integrity issues between GPUs, CPUs and memory in AI servers.

ConnectivityAI hardware
Full ALAB profile →

Arista NetworksANET

NYSE · USA

Leading provider of high-speed switches and network software for AI data centers — with significant exposure to hyperscaler demand.

Data center networkingAI hardware
Full ANET profile →

More comparisons in Data centers

See where ALAB and ANET sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →