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 5.2× larger than Credo Technology by market cap; Arista Networks trades at the lower P/E (63.5 vs 105.0); year to date, Credo Technology leads (+54.7% vs +43.6%).
Side by side
| ANET | CRDO | |
|---|---|---|
| Market cap | $257B | $49.6B |
| Price | $190.94 | $226.51 |
| Today | +1.5% | +1.8% |
| Return YTD | +43.6% | +54.7% |
| Return 1Y | +41.2% | +95.2% |
| P/E | 63.5 | 105.0 |
| P/S | 24.4 | 37.2 |
| P/B | 17.4 | 24.0 |
Data as of 2026-08-26 · updates daily after U.S. close
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.
See where ANET and CRDO sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →