Arista Networksvs.Dell Technologies
ANET vs DELL · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Dell Technologies is about 1.2× larger than Arista Networks by market cap; Dell Technologies trades at the lower P/E (33.8 vs 63.3); year to date, Dell Technologies leads (+245.5% vs +42.7%).
Side by side
| ANET | DELL | |
|---|---|---|
| Market cap | $235B | $284B |
| Price | $186.96 | $434.97 |
| Today | +1.2% | −3.4% |
| Return YTD | +42.7% | +245.5% |
| Return 1Y | +75.9% | +240.1% |
| P/E | 63.3 | 33.8 |
| P/S | 24.2 | 2.1 |
| P/B | 17.5 | 31.8 |
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 →Dell TechnologiesDELL
One of the world's largest server and PC manufacturers with a rapidly growing order book for AI servers serving enterprises and AI cloud customers.
Full DELL profile →More comparisons in Data centers
See where ANET and DELL sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →