Sectivia

Arista Networksvs.HPE

ANET vs HPE · 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 3.6× larger than HPE by market cap; HPE trades at the lower P/E (41.8 vs 63.3); year to date, HPE leads (+102.1% vs +42.7%).

Side by side

ANETHPE
Market cap$235B$65.1B
Price$186.96$48.54
Today+1.2%−1.2%
Return YTD+42.7%+102.1%
Return 1Y+75.9%+128.0%
P/E63.341.8
P/S24.21.7
P/B17.52.6

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

Arista NetworksANET

NYSE · USA

Leading provider of high-speed switches and network software for AI data centers — with significant exposure to hyperscaler demand.

Data center networkingAI hardware
Full ANET profile →

HPEHPE

NYSE · USA

Hewlett Packard Enterprise builds supercomputers (Cray) and AI servers and has strengthened its networking arm with the acquisition of Juniper.

AI serversNetworking
Full HPE profile →

More comparisons in Data centers

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