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 4.6× larger than Astera Labs by market cap; Arista Networks trades at the lower P/E (63.5 vs 151.6); year to date, Astera Labs leads (+66.8% vs +43.6%).
Side by side
| ALAB | ANET | |
|---|---|---|
| Market cap | $56B | $257B |
| Price | $282.65 | $190.94 |
| Today | +1.8% | +1.5% |
| Return YTD | +66.8% | +43.6% |
| Return 1Y | +55.0% | +41.2% |
| P/E | 151.6 | 63.5 |
| P/S | 46.6 | 24.4 |
| P/B | 32.4 | 17.4 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Astera LabsALAB
Signal integrity becomes a real constraint at AI-server speeds. Astera Labs sells the fix: Aries PCIe retimers, Taurus and Leo connectivity, Scorpio fabric switches.
Full ALAB profile →Arista NetworksANET
Arista's 800G switches and the EOS software running them sit inside AI data centres, which makes hyperscaler spending the number to watch.
Full ANET profile →More ALAB & ANET comparisons
Other head-to-heads in the Data centers segment.