Arista Networksvs.NetApp
ANET vs NTAP · 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 5.9× larger than NetApp by market cap; NetApp trades at the lower P/E (31.9 vs 65.8); year to date, NetApp leads (+115.8% vs +61.0%).
Side by side
| ANET | NTAP | |
|---|---|---|
| Market cap | $266B | $45.3B |
| Price | $216.74 | $237.15 |
| Today | +2.7% | +2.6% |
| Return YTD | +61.0% | +115.8% |
| Return 1Y | +34.1% | +89.7% |
| Since June 26, 2026 | +37.5% | +55.6% |
| P/E | 65.8 | 31.9 |
| P/S | 25.2 | 6.1 |
| P/B | 18.0 | 30.3 |
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 →NetAppNTAP
Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.
Full NTAP profile →More ANET & NTAP comparisons
Other head-to-heads in the Data centers segment.