Arista Networksvs.Digital Realty
ANET vs DLR · 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 3.7× larger than Digital Realty by market cap; Digital Realty trades at the lower P/E (46.8 vs 63.3); year to date, Arista Networks leads (+42.7% vs +16.6%).
Side by side
| ANET | DLR | |
|---|---|---|
| Market cap | $235B | $64.5B |
| Price | $186.96 | $180.41 |
| Today | +1.2% | +0.6% |
| Return YTD | +42.7% | +16.6% |
| Return 1Y | +75.9% | +5.8% |
| P/E | 63.3 | 46.8 |
| P/S | 24.2 | 10.2 |
| P/B | 17.5 | 2.8 |
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 →Digital RealtyDLR
Global data center REIT that owns and operates data centers for hyperscalers and enterprises — from large wholesale halls to interconnection.
Full DLR profile →More comparisons in Data centers
See where ANET and DLR sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →