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 2.6× larger than Equinix by market cap; year to date, Arista Networks leads (+61.0% vs +32.0%).
Side by side
| ANET | EQIX | |
|---|---|---|
| Market cap | $266B | $101B |
| Price | $216.74 | $1,026.06 |
| Today | +2.7% | +1.5% |
| Return YTD | +61.0% | +32.0% |
| Return 1Y | +34.1% | +25.8% |
| Since June 26, 2026 | +37.5% | −6.0% |
| P/E | 65.8 | 65.8 |
| P/S | 25.2 | 10.3 |
| P/B | 18.0 | 7.0 |
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 →EquinixEQIX
Carrier-neutral by design. Equinix rents floor space and power, then sells the interconnection between whoever is in the building. xScale covers the hyperscale-sized halls.
Full EQIX profile →More ANET & EQIX comparisons
Other head-to-heads in the Data centers segment.