Arista Networksvs.Amphenol
ANET vs APH · 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 1.3× larger than Amphenol by market cap; Amphenol trades at the lower P/E (41.6 vs 67.3); year to date, Arista Networks leads (+64.4% vs +31.2%).
Side by side
| ANET | APH | |
|---|---|---|
| Market cap | $272B | $214B |
| Price | $210.97 | $85.32 |
| Today | −2.3% | −2.5% |
| Return YTD | +64.4% | +31.2% |
| Return 1Y | +44.1% | +43.6% |
| Since June 26, 2026 | +33.9% | +4.2% |
| P/E | 67.3 | 41.6 |
| P/S | 25.8 | 7.4 |
| P/B | 18.4 | 13.8 |
Data as of 2026-10-08 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
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 →AmphenolAPH
Interconnect hardware: connectors and cable, plus a sensor business. The high-speed parts end up in AI servers and data center gear.
Full APH profile →More ANET & APH comparisons
Other head-to-heads in the Data centers segment.