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ANET vs. ORCL: Arista Networks vs. Oracle Stock Comparison

How do Arista Networks (ANET) and Oracle (ORCL) 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 Oracle (ORCL) share the Information Technology sector but sit in different industry groups — ANET in Technology Hardware & Equipment and ORCL in Software & Services.

Company profile comparison for Arista Networks (ANET) and Oracle (ORCL)
Profile ItemANETORCL
NameArista Networks Inc.Oracle Corporation
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupTechnology Hardware & EquipmentSoftware & Services
GICS IndustryCommunications EquipmentSoftware
GICS Sub-IndustryCommunications EquipmentSystems Software
Market Capitalization215.79 billion USD361.97 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 6, 2014March 12, 1986
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ANET
ORCL
GSPC
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Arista Networks (ANET) vs. Oracle (ORCL), 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 Oracle (ORCL). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Arista Networks (ANET) and Oracle (ORCL)
MetricANETORCL
Total Return (1Y)38.40%-49.72%
Total Return (3Y, Annualized)52.15%3.11%
Total Return (5Y, Annualized)41.19%6.07%

Risk Profile

Drawdown History

ANET
ORCL
GSPC
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Arista Networks (ANET) vs. Oracle (ORCL), 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 Oracle (ORCL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Arista Networks (ANET) and Oracle (ORCL)
MetricANETORCL
Volatility (1Y, Annualized)56.66%59.45%
Beta (5Y)1.601.80
Max Drawdown (5Y)-50.42%-64.58%
Avg. Volume (3M)6.09M33.24M

Risk-Adjusted Performance

Risk-Return Positioning

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ANET and ORCL are plotted by 1-year volatility (risk) and 1-year return. Each dashed Capital Allocation Line uses that stock's own industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Arista Networks (ANET) and Oracle (ORCL)
MetricANETORCL
Sharpe Ratio (1Y)0.60-0.91
Sortino Ratio (1Y)0.87-1.29

Profitability

ROE (TTM)

Both Arista Networks (ANET) at 33.52% and Oracle (ORCL) at 41.19% 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%

ORCL

Software & Services industry group

41.19%

Max
53.85%
ORCL
41.19%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Arista Networks (ANET) vs. Oracle (ORCL): A comparison of their ROE against their respective Technology Hardware & Equipment and Software & Services industry group benchmarks.

Net Margin (TTM)

Arista Networks (ANET) at 39.97% keeps the most of each sales dollar — above its industry’s net margin range — and Oracle (ORCL) at 26.36% also retains a top-quartile share.

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%

ORCL

Software & Services industry group

26.36%

Max
41.17%
ORCL
26.36%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Arista Networks (ANET) vs. Oracle (ORCL): A comparison of their net margin against their respective Technology Hardware & Equipment and Software & Services industry group benchmarks.

Operating Margin (TTM)

Arista Networks (ANET) at 44.90% shows unusually strong operating efficiency — above its industry’s operating margin range — and Oracle (ORCL) at 35.63% also operates in the top quartile.

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%

ORCL

Software & Services industry group

35.63%

Max
46.89%
ORCL
35.63%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Arista Networks (ANET) vs. Oracle (ORCL): A comparison of their operating margin against their respective Technology Hardware & Equipment and Software & Services industry group benchmarks.

Profitability Metrics

Profitability metrics for Arista Networks (ANET) and Oracle (ORCL)
MetricANETORCL
ROE (TTM)33.52%41.19%
ROA (TTM)15.04%6.36%
Net Margin (TTM)39.97%26.36%
Operating Margin (TTM)44.90%35.63%
Gross Margin (TTM)62.88%63.96%

Growth

Revenue Growth

Arista Networks (ANET) at 28.60% sits in the top revenue growth quartile, while Oracle (ORCL) at 17.35% is closer to the peer norm — faster top-line expansion for ANET.

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

EPS Growth

Both Arista Networks (ANET) at 23.32% and Oracle (ORCL) at 34.33% 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. Oracle (ORCL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Arista Networks (ANET) and Oracle (ORCL)
MetricANETORCL
Revenue Growth (YoY)28.60%17.35%
Revenue Growth (3Y CAGR)27.15%10.48%
EPS Growth (YoY)23.32%34.33%
EPS Growth (3Y CAGR)37.08%23.84%

Financial Strength

Current Ratio (MRQ)

Oracle (ORCL) at 1.17 keeps current ratio within its industry’s typical mid-range, while Arista Networks (ANET) at 3.29 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

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

ORCL

Software & Services industry group

1.17

Max
5.11
Q3
2.77
Median
1.67
ORCL
1.17
Q1
1.01
Min
0.03
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Arista Networks (ANET) vs. Oracle (ORCL): A comparison of their current ratio against their respective Technology Hardware & Equipment and Software & Services industry group benchmarks.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Oracle (ORCL) carries debt-to-equity ratio of 2.52 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
--

ORCL

Software & Services industry group

2.52

ORCL
2.52
Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
Min
0.00
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Arista Networks (ANET) vs. Oracle (ORCL): ANET does not report debt-to-equity ratio, so it has no value marker; ORCL is benchmarked against the Software & Services industry group.

Financial Strength Metrics

Financial strength metrics for Arista Networks (ANET) and Oracle (ORCL)
MetricANETORCL
Current Ratio (MRQ)3.291.17
Debt / Equity (MRQ)--2.52
Net Debt / EBITDA-2.713.84

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 Oracle (ORCL) reports a yield of 1.74%, 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%

ORCL

Software & Services industry group

1.74%

ORCL
1.74%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Arista Networks (ANET) vs. Oracle (ORCL): A comparison of their dividend yield against their respective Technology Hardware & Equipment and Software & Services industry group benchmarks.

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 Oracle (ORCL) reports a payout of 31.35%, 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%

ORCL

Software & Services industry group

31.35%

ORCL
31.35%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Arista Networks (ANET) vs. Oracle (ORCL): A comparison of their payout ratio against their respective Technology Hardware & Equipment and Software & Services industry group benchmarks.

Dividend Metrics

Dividend metrics for Arista Networks (ANET) and Oracle (ORCL)
MetricANETORCL
Dividend Yield (TTM)0.00%1.74%
Dividend Payout Ratio (TTM)0.00%31.35%

Valuation

P/E Ratio (TTM)

Oracle (ORCL) at 18.20 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

ORCL

Software & Services industry group

18.20

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
ORCL
18.20
Min
6.69
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Arista Networks (ANET) vs. Oracle (ORCL): A comparison of their P/E ratio against their respective Technology Hardware & Equipment and Software & Services industry group benchmarks.

P/S Ratio (TTM)

Oracle (ORCL) at 5.04 prices around its industry’s typical P/S ratio, while Arista Networks (ANET) at 18.15 clears its benchmark range — ANET looks notably rich on sales.

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

ORCL

Software & Services industry group

5.04

Max
17.91
Q3
8.78
ORCL
5.04
Median
4.25
Q1
2.23
Min
0.02
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Arista Networks (ANET) vs. Oracle (ORCL): A comparison of their P/S ratio against their respective Technology Hardware & Equipment and Software & Services industry group benchmarks.

P/B Ratio (MRQ)

Oracle (ORCL) at 5.68 sits near its industry’s typical P/B ratio, while Arista Networks (ANET) at 13.12 prices above its benchmark range — ANET looks rich relative to book.

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

ORCL

Software & Services industry group

5.68

Max
16.63
Q3
8.50
ORCL
5.68
Median
4.30
Q1
1.92
Min
-3.90
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Arista Networks (ANET) vs. Oracle (ORCL): A comparison of their P/B ratio against their respective Technology Hardware & Equipment and Software & Services industry group benchmarks.

Valuation Metrics

Valuation metrics for Arista Networks (ANET) and Oracle (ORCL)
MetricANETORCL
P/E Ratio (TTM)45.7918.20
P/S Ratio (TTM)18.155.04
P/B Ratio (MRQ)13.125.68
Free Cash Flow Yield (TTM)1.39%-12.67%