ANET vs. APH: Arista Networks vs. Amphenol Stock Comparison
How do Arista Networks (ANET) and Amphenol (APH) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Arista Networks (ANET) and Amphenol (APH) both fall under the Technology Hardware & Equipment industry group, but ANET is classified in Communications Equipment while APH is classified in Electronic Equipment, Instruments & Components.
| Profile Item | ANET | APH |
|---|---|---|
| Name | Arista Networks, Inc. | Amphenol Corporation |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Technology Hardware & Equipment | Technology Hardware & Equipment |
| GICS Industry | Communications Equipment | Electronic Equipment, Instruments & Components |
| GICS Sub-Industry | Communications Equipment | Electronic Components |
| Market Capitalization | 218.19 billion USD | 205.22 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 6, 2014 | November 8, 1991 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ANET | APH |
|---|---|---|
| Total Return (1Y) | 69.02% | 68.86% |
| Total Return (3Y, Annualized) | 63.39% | 59.84% |
| Total Return (5Y, Annualized) | 49.21% | 38.17% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ANET | APH |
|---|---|---|
| Volatility (1Y, Annualized) | 54.10% | 42.88% |
| Beta (5Y) | 1.60 | 1.24 |
| Max Drawdown (5Y) | -50.42% | -28.73% |
| Avg. Volume (3M) | 9.59M | 9.82M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ANET | APH |
|---|---|---|
| Sharpe Ratio (1Y) | 1.20 | 1.51 |
| Sortino Ratio (1Y) | 1.81 | 2.16 |
Profitability
ROE (TTM)
Both Arista Networks (ANET) at 31.52% and Amphenol (APH) at 36.83% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
ANET
Technology Hardware & Equipment industry group
31.52%
- Max
- 44.16%
- ANET
- 31.52%
- Q3
- 19.42%
- Median
- 10.99%
- Q1
- 1.30%
- Min
- -25.17%
APH
Technology Hardware & Equipment industry group
36.83%
- Max
- 44.16%
- APH
- 36.83%
- Q3
- 19.42%
- Median
- 10.99%
- Q1
- 1.30%
- Min
- -25.17%
Net Margin (TTM)
Arista Networks (ANET) at 38.32% keeps the most of each sales dollar — above its industry’s net margin range — and Amphenol (APH) at 17.24% also retains a top-quartile share.
ANET
Technology Hardware & Equipment industry group
38.32%
- ANET
- 38.32%
- Max
- 30.43%
- Q3
- 12.35%
- Median
- 4.70%
- Q1
- 0.00%
- Min
- -14.09%
APH
Technology Hardware & Equipment industry group
17.24%
- Max
- 30.43%
- APH
- 17.24%
- Q3
- 12.35%
- Median
- 4.70%
- Q1
- 0.00%
- Min
- -14.09%
Operating Margin (TTM)
Arista Networks (ANET) at 42.74% shows unusually strong operating efficiency — above its industry’s operating margin range — and Amphenol (APH) at 27.31% also operates in the top quartile.
ANET
Technology Hardware & Equipment industry group
42.74%
- ANET
- 42.74%
- Max
- 32.28%
- Q3
- 15.55%
- Median
- 6.62%
- Q1
- 2.19%
- Min
- -11.92%
APH
Technology Hardware & Equipment industry group
27.31%
- Max
- 32.28%
- APH
- 27.31%
- Q3
- 15.55%
- Median
- 6.62%
- Q1
- 2.19%
- Min
- -11.92%
Profitability Metrics
| Metric | ANET | APH |
|---|---|---|
| ROE (TTM) | 31.52% | 36.83% |
| ROA (TTM) | 14.36% | 13.45% |
| Net Margin (TTM) | 38.32% | 17.24% |
| Operating Margin (TTM) | 42.74% | 27.31% |
| Gross Margin (TTM) | 63.54% | 37.92% |
Growth
Revenue Growth
Revenue Growth Metrics
| Metric | ANET | APH |
|---|---|---|
| Revenue Growth (YoY) | 28.60% | 51.71% |
| Revenue Growth (3Y CAGR) | 27.15% | 22.31% |
EPS Growth
EPS Growth Metrics
| Metric | ANET | APH |
|---|---|---|
| EPS Growth (YoY) | 23.32% | 73.96% |
| EPS Growth (3Y CAGR) | 37.08% | 29.72% |
Financial Strength
Current Ratio (MRQ)
Both Arista Networks (ANET) at 2.83 and Amphenol (APH) at 1.71 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
ANET
Technology Hardware & Equipment industry group
2.83
- Max
- 5.80
- Q3
- 3.18
- ANET
- 2.83
- Median
- 1.90
- Q1
- 1.28
- Min
- 0.37
APH
Technology Hardware & Equipment industry group
1.71
- Max
- 5.80
- Q3
- 3.18
- Median
- 1.90
- APH
- 1.71
- Q1
- 1.28
- Min
- 0.37
Debt / Equity (MRQ)
Only one side’s leverage can be read here: Amphenol (APH) carries debt-to-equity ratio of 1.33 against its industry range, while Arista Networks (ANET) reports no figure this period.
ANET
Technology Hardware & Equipment industry group
--
- Max
- 2.02
- Q3
- 0.88
- Median
- 0.31
- Q1
- 0.06
- Min
- 0.00
- ANET
- --
APH
Technology Hardware & Equipment industry group
1.33
- Max
- 2.02
- APH
- 1.33
- Q3
- 0.88
- Median
- 0.31
- Q1
- 0.06
- Min
- 0.00
Financial Strength Metrics
| Metric | ANET | APH |
|---|---|---|
| Current Ratio (MRQ) | 2.83 | 1.71 |
| Debt / Equity (MRQ) | -- | 1.33 |
| Net Debt / EBITDA | -2.92 | 1.73 |
Dividends
Dividend Yield (TTM)
Arista Networks (ANET) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Amphenol (APH) reports a yield of 0.50%, ranking against industry peers normally.
ANET
Technology Hardware & Equipment industry group
0.00%
- Max
- 0.87%
- Q3
- 0.35%
- ANET
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
APH
Technology Hardware & Equipment industry group
0.50%
- Max
- 0.87%
- APH
- 0.50%
- Q3
- 0.35%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Arista Networks (ANET) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Amphenol (APH) reports a payout of 23.85%, ranking against industry peers normally.
ANET
Technology Hardware & Equipment industry group
0.00%
- Max
- 36.36%
- Q3
- 14.56%
- ANET
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
APH
Technology Hardware & Equipment industry group
23.85%
- Max
- 36.36%
- APH
- 23.85%
- Q3
- 14.56%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ANET | APH |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.50% |
| Dividend Payout Ratio (TTM) | 0.00% | 23.85% |
Valuation
P/E Ratio (TTM)
Both Arista Networks (ANET) at 59.55 and Amphenol (APH) at 48.07 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
ANET
Technology Hardware & Equipment industry group
59.55
- Max
- 159.86
- Q3
- 80.52
- ANET
- 59.55
- Median
- 38.02
- Q1
- 23.45
- Min
- 8.37
APH
Technology Hardware & Equipment industry group
48.07
- Max
- 159.86
- Q3
- 80.52
- APH
- 48.07
- Median
- 38.02
- Q1
- 23.45
- Min
- 8.37
P/S Ratio (TTM)
Both look expensive on sales: Amphenol (APH) at 7.92 sits in the upper P/S ratio quartile, and Arista Networks (ANET) at 22.47 prices even higher, above its industry range.
ANET
Technology Hardware & Equipment industry group
22.47
- ANET
- 22.47
- Max
- 16.90
- Q3
- 7.86
- Median
- 3.64
- Q1
- 1.41
- Min
- 0.00
APH
Technology Hardware & Equipment industry group
7.92
- Max
- 16.90
- APH
- 7.92
- Q3
- 7.86
- Median
- 3.64
- Q1
- 1.41
- Min
- 0.00
P/B Ratio (MRQ)
Both Arista Networks (ANET) at 16.18 and Amphenol (APH) at 14.67 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
ANET
Technology Hardware & Equipment industry group
16.18
- Max
- 17.76
- ANET
- 16.18
- Q3
- 8.60
- Median
- 4.14
- Q1
- 2.10
- Min
- -3.40
APH
Technology Hardware & Equipment industry group
14.67
- Max
- 17.76
- APH
- 14.67
- Q3
- 8.60
- Median
- 4.14
- Q1
- 2.10
- Min
- -3.40
Valuation Metrics
| Metric | ANET | APH |
|---|---|---|
| P/E Ratio (TTM) | 59.55 | 48.07 |
| P/S Ratio (TTM) | 22.47 | 7.92 |
| P/B Ratio (MRQ) | 16.18 | 14.67 |
| Free Cash Flow Yield (TTM) | 2.00% | 1.74% |