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 1.2× larger than Amphenol by market cap; Amphenol trades at the lower P/E (43.8 vs 63.3); year to date, Arista Networks leads (+42.7% vs +17.7%).
Side by side
| ANET | APH | |
|---|---|---|
| Market cap | $235B | $196B |
| Price | $186.96 | $159.06 |
| Today | +1.2% | −2.0% |
| Return YTD | +42.7% | +17.7% |
| Return 1Y | +75.9% | +61.8% |
| P/E | 63.3 | 43.8 |
| P/S | 24.2 | 7.6 |
| P/B | 17.5 | 14.0 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
Arista NetworksANET
Leading provider of high-speed switches and network software for AI data centers — with significant exposure to hyperscaler demand.
Full ANET profile →AmphenolAPH
Interconnect technology, cables and sensors; a key supplier of high-speed interconnect for AI servers and data centers.
Full APH profile →More comparisons in Data centers
See where ANET and APH sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →