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 7.1× larger than NetApp by market cap; NetApp trades at the lower P/E (25.9 vs 63.3); year to date, NetApp leads (+57.7% vs +42.7%).
Side by side
| ANET | NTAP | |
|---|---|---|
| Market cap | $235B | $33.1B |
| Price | $186.96 | $168.87 |
| Today | +1.2% | −1.7% |
| Return YTD | +42.7% | +57.7% |
| Return 1Y | +75.9% | +58.7% |
| P/E | 63.3 | 25.9 |
| P/S | 24.2 | 4.8 |
| P/B | 17.5 | 24.5 |
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 →NetAppNTAP
Data storage and hybrid-cloud data services for enterprises and AI workloads.
Full NTAP profile →More comparisons in Data centers
See where ANET and NTAP sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →