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 9.8× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.5 vs 67.3); year to date, Arista Networks leads (+64.4% vs +53.5%).
Side by side
| ANET | SMCI | |
|---|---|---|
| Market cap | $272B | $27.8B |
| Price | $210.97 | $42.77 |
| Today | −2.3% | −4.8% |
| Return YTD | +64.4% | +53.5% |
| Return 1Y | +44.1% | −18.4% |
| Since June 26, 2026 | +33.9% | +39.6% |
| P/E | 67.3 | 12.5 |
| P/S | 25.8 | 0.7 |
| P/B | 18.4 | 1.9 |
Data as of 2026-10-08 · 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 →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More ANET & SMCI comparisons
Other head-to-heads in the Data centers segment.