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 1.4× larger than Arista Networks by market cap; Dell Technologies trades at the lower P/E (32.8 vs 65.8); year to date, Dell Technologies leads (+356.4% vs +61.0%).
Side by side
| ANET | DELL | |
|---|---|---|
| Market cap | $266B | $373B |
| Price | $216.74 | $586.06 |
| Today | +2.7% | +2.0% |
| Return YTD | +61.0% | +356.4% |
| Return 1Y | +34.1% | +249.2% |
| Since June 26, 2026 | +37.5% | +46.7% |
| P/E | 65.8 | 32.8 |
| P/S | 25.2 | 2.5 |
| P/B | 18.0 | 41.7 |
Data as of 2026-10-09 · 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 →Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →More ANET & DELL comparisons
Other head-to-heads in the Data centers segment.