Arista Networksvs.Equinix
ANET vs EQIX · 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 2.3× larger than Equinix by market cap; Arista Networks trades at the lower P/E (63.3 vs 72.7); year to date, Arista Networks leads (+42.7% vs +37.2%).
Side by side
| ANET | EQIX | |
|---|---|---|
| Market cap | $235B | $103B |
| Price | $186.96 | $1,051.21 |
| Today | +1.2% | +1.6% |
| Return YTD | +42.7% | +37.2% |
| Return 1Y | +75.9% | +38.5% |
| P/E | 63.3 | 72.7 |
| P/S | 24.2 | 11.0 |
| P/B | 17.5 | 7.2 |
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 →EquinixEQIX
The world's largest provider of neutral data centers (colocation) — leases space, power and interconnection to cloud providers, enterprises and AI operators.
Full EQIX profile →More comparisons in Data centers
See where ANET and EQIX sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →