Sectivia

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 4.9× larger than Credo Technology by market cap; Arista Networks trades at the lower P/E (63.3 vs 101.8); year to date, Credo Technology leads (+79.2% vs +42.7%).

Side by side

ANETCRDO
Market cap$235B$48.1B
Price$186.96$257.79
Today+1.2%−3.0%
Return YTD+42.7%+79.2%
Return 1Y+75.9%+165.0%
P/E63.3101.8
P/S24.236.0
P/B17.523.3

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

Arista NetworksANET

NYSE · USA

Leading provider of high-speed switches and network software for AI data centers — with significant exposure to hyperscaler demand.

Data center networkingAI hardware
Full ANET profile →

Credo TechnologyCRDO

NASDAQ · USA

Specialist in high-speed connectivity: active electrical cables (AEC) and SerDes chips that connect GPUs and switches within the rack.

ConnectivityAI hardware
Full CRDO profile →

More comparisons in Data centers

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 →