Arista Networksvs.Credo Technology
ANET vs CRDO · 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 6.8× larger than Credo Technology by market cap; year to date, Arista Networks leads (+64.4% vs +52.9%).
Side by side
| ANET | CRDO | |
|---|---|---|
| Market cap | $272B | $39.8B |
| Price | $210.97 | $211.86 |
| Today | −2.3% | −3.7% |
| Return YTD | +64.4% | +52.9% |
| Return 1Y | +44.1% | +60.4% |
| Since June 26, 2026 | +33.9% | −11.0% |
| P/E | 67.3 | 74.0 |
| P/S | 25.8 | 25.0 |
| P/B | 18.4 | 14.6 |
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 →Credo TechnologyCRDO
Inside the rack, GPUs and switches are joined by active electrical cables and SerDes chips. That narrow gap is Credo's entire market.
Full CRDO profile →More ANET & CRDO comparisons
Other head-to-heads in the Data centers segment.