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ANET vs. CDW: Arista Networks vs. CDW Stock Comparison

How do Arista Networks (ANET) and CDW (CDW) 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 CDW (CDW) both fall under the Technology Hardware & Equipment industry group, but ANET is classified in Communications Equipment while CDW is classified in Electronic Equipment, Instruments & Components.

Company profile comparison for Arista Networks (ANET) and CDW (CDW)
Profile ItemANETCDW
NameArista Networks Inc.CDW Corporation
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupTechnology Hardware & EquipmentTechnology Hardware & Equipment
GICS IndustryCommunications EquipmentElectronic Equipment, Instruments & Components
GICS Sub-IndustryCommunications EquipmentTechnology Distributors
Market Capitalization215.79 billion USD19.60 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateJune 6, 2014June 27, 2013
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ANET
CDW
GSPC
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Arista Networks (ANET) vs. CDW (CDW), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Arista Networks (ANET) and CDW (CDW). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Arista Networks (ANET) and CDW (CDW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Arista Networks (ANET) and CDW (CDW)
MetricANETCDW
Total Return (1Y)38.40%16.85%
Total Return (3Y, Annualized)52.15%-6.46%
Total Return (5Y, Annualized)41.19%-1.35%

Risk Profile

Drawdown History

ANET
CDW
GSPC
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Arista Networks (ANET) vs. CDW (CDW), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Arista Networks (ANET) and CDW (CDW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Arista Networks (ANET) and CDW (CDW)
MetricANETCDW
Volatility (1Y, Annualized)56.66%48.60%
Beta (5Y)1.600.90
Max Drawdown (5Y)-50.42%-60.37%
Avg. Volume (3M)6.09M1.60M

Risk-Adjusted Performance

Risk-Return Positioning

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ANET and CDW are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Arista Networks (ANET) and CDW (CDW)
MetricANETCDW
Sharpe Ratio (1Y)0.600.26
Sortino Ratio (1Y)0.870.37

Profitability

ROE (TTM)

Both Arista Networks (ANET) at 33.52% and CDW (CDW) at 42.47% 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

33.52%

Max
42.47%
ANET
33.52%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%

CDW

Technology Hardware & Equipment industry group

42.47%

CDW
42.47%
Max
42.47%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%
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Arista Networks (ANET) vs. CDW (CDW): A comparison of their ROE against the Technology Hardware & Equipment industry group benchmark.

Net Margin (TTM)

Arista Networks (ANET) at 39.97% converts revenue to bottom-line profit above its industry’s benchmark range, while CDW (CDW) at 4.48% keeps roughly the typical share for its industry.

ANET

Technology Hardware & Equipment industry group

39.97%

ANET
39.97%
Max
27.60%
Q3
11.66%
Median
4.08%
Q1
0.00%
Min
-11.02%

CDW

Technology Hardware & Equipment industry group

4.48%

Max
27.60%
Q3
11.66%
CDW
4.48%
Median
4.08%
Q1
0.00%
Min
-11.02%
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Arista Networks (ANET) vs. CDW (CDW): A comparison of their net margin against the Technology Hardware & Equipment industry group benchmark.

Operating Margin (TTM)

Arista Networks (ANET) at 44.90% turns sales into operating profit above its industry’s benchmark range, while CDW (CDW) at 8.14% operates around its industry’s norm.

ANET

Technology Hardware & Equipment industry group

44.90%

ANET
44.90%
Max
36.27%
Q3
18.36%
Median
8.84%
Q1
1.46%
Min
-21.39%

CDW

Technology Hardware & Equipment industry group

8.14%

Max
36.27%
Q3
18.36%
Median
8.84%
CDW
8.14%
Q1
1.46%
Min
-21.39%
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Arista Networks (ANET) vs. CDW (CDW): A comparison of their operating margin against the Technology Hardware & Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Arista Networks (ANET) and CDW (CDW)
MetricANETCDW
ROE (TTM)33.52%42.47%
ROA (TTM)15.04%6.47%
Net Margin (TTM)39.97%4.48%
Operating Margin (TTM)44.90%8.14%
Gross Margin (TTM)62.88%21.00%

Growth

Revenue Growth

Arista Networks (ANET) at 28.60% sits in the top revenue growth quartile, while CDW (CDW) at 6.79% is closer to the peer norm — faster top-line expansion for ANET.

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Arista Networks (ANET) vs. CDW (CDW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Arista Networks (ANET) at 23.32% and CDW (CDW) at 1.38% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Arista Networks (ANET) vs. CDW (CDW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Arista Networks (ANET) and CDW (CDW)
MetricANETCDW
Revenue Growth (YoY)28.60%6.79%
Revenue Growth (3Y CAGR)27.15%-1.89%
EPS Growth (YoY)23.32%1.38%
EPS Growth (3Y CAGR)37.08%-0.21%

Financial Strength

Current Ratio (MRQ)

Arista Networks (ANET) at 3.29 carries current ratio above its industry’s typical mid-range, while CDW (CDW) at 1.27 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

ANET

Technology Hardware & Equipment industry group

3.29

Max
5.34
ANET
3.29
Q3
3.02
Median
1.95
Q1
1.32
Min
0.17

CDW

Technology Hardware & Equipment industry group

1.27

Max
5.34
Q3
3.02
Median
1.95
Q1
1.32
CDW
1.27
Min
0.17
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Arista Networks (ANET) vs. CDW (CDW): A comparison of their current ratio against the Technology Hardware & Equipment industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: CDW (CDW) carries debt-to-equity ratio of 2.98 against its industry range, while Arista Networks (ANET) reports no figure this period.

ANET

Technology Hardware & Equipment industry group

--

Max
1.76
Q3
0.78
Median
0.24
Q1
0.04
Min
0.01
ANET
--

CDW

Technology Hardware & Equipment industry group

2.98

CDW
2.98
Max
1.76
Q3
0.78
Median
0.24
Q1
0.04
Min
0.01
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Arista Networks (ANET) vs. CDW (CDW): ANET does not report debt-to-equity ratio, so it has no value marker; CDW is benchmarked against the Technology Hardware & Equipment industry group.

Financial Strength Metrics

Financial strength metrics for Arista Networks (ANET) and CDW (CDW)
MetricANETCDW
Current Ratio (MRQ)3.291.27
Debt / Equity (MRQ)--2.98
Net Debt / EBITDA-2.713.01

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 CDW (CDW) reports a yield of 1.59%, ranking against industry peers normally.

ANET

Technology Hardware & Equipment industry group

0.00%

Max
0.73%
Q3
0.31%
ANET
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

CDW

Technology Hardware & Equipment industry group

1.59%

CDW
1.59%
Max
0.73%
Q3
0.31%
Median
0.00%
Q1
0.00%
Min
0.00%
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Arista Networks (ANET) vs. CDW (CDW): A comparison of their dividend yield against the Technology Hardware & Equipment industry group benchmark.

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 CDW (CDW) reports a payout of 29.40%, ranking against industry peers normally.

ANET

Technology Hardware & Equipment industry group

0.00%

Max
32.27%
Q3
14.48%
ANET
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

CDW

Technology Hardware & Equipment industry group

29.40%

Max
32.27%
CDW
29.40%
Q3
14.48%
Median
0.00%
Q1
0.00%
Min
0.00%
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Arista Networks (ANET) vs. CDW (CDW): A comparison of their payout ratio against the Technology Hardware & Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Arista Networks (ANET) and CDW (CDW)
MetricANETCDW
Dividend Yield (TTM)0.00%1.59%
Dividend Payout Ratio (TTM)0.00%29.40%

Valuation

P/E Ratio (TTM)

CDW (CDW) at 18.32 sits in the cheaper P/E ratio quartile, while Arista Networks (ANET) at 45.79 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

ANET

Technology Hardware & Equipment industry group

45.79

Max
69.48
ANET
45.79
Q3
41.02
Median
26.39
Q1
19.36
Min
6.07

CDW

Technology Hardware & Equipment industry group

18.32

Max
69.48
Q3
41.02
Median
26.39
Q1
19.36
CDW
18.32
Min
6.07
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Arista Networks (ANET) vs. CDW (CDW): A comparison of their P/E ratio against the Technology Hardware & Equipment industry group benchmark.

P/S Ratio (TTM)

CDW (CDW) at 0.80 sits in the cheaper P/S ratio quartile while Arista Networks (ANET) at 18.15 prices above its industry range — a wide gap in sales valuation between them.

ANET

Technology Hardware & Equipment industry group

18.15

ANET
18.15
Max
11.30
Q3
5.82
Median
2.56
Q1
1.05
Min
0.00

CDW

Technology Hardware & Equipment industry group

0.80

Max
11.30
Q3
5.82
Median
2.56
Q1
1.05
CDW
0.80
Min
0.00
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Arista Networks (ANET) vs. CDW (CDW): A comparison of their P/S ratio against the Technology Hardware & Equipment industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: CDW (CDW) at 7.45 sits in the upper P/B ratio quartile, and Arista Networks (ANET) at 13.12 prices even higher, above its industry range.

ANET

Technology Hardware & Equipment industry group

13.12

ANET
13.12
Max
10.75
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33

CDW

Technology Hardware & Equipment industry group

7.45

Max
10.75
CDW
7.45
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33
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Arista Networks (ANET) vs. CDW (CDW): A comparison of their P/B ratio against the Technology Hardware & Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Arista Networks (ANET) and CDW (CDW)
MetricANETCDW
P/E Ratio (TTM)45.7918.32
P/S Ratio (TTM)18.150.80
P/B Ratio (MRQ)13.127.45
Free Cash Flow Yield (TTM)1.39%4.43%