Arista Networksvs.Super Micro
ANET vs SMCI · 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 13× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 63.3); year to date, Arista Networks leads (+42.7% vs −3.3%).
Side by side
| ANET | SMCI | |
|---|---|---|
| Market cap | $235B | $18.5B |
| Price | $186.96 | $28.31 |
| Today | +1.2% | +0.2% |
| Return YTD | +42.7% | −3.3% |
| Return 1Y | +75.9% | −43.8% |
| P/E | 63.3 | 14.8 |
| P/S | 24.2 | 0.5 |
| P/B | 17.5 | 2.4 |
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 →Super MicroSMCI
Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.
Full SMCI profile →More comparisons in Data centers
See where ANET and SMCI sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →