ANET vs. SMCI: Arista Networks vs. Super Micro Computer Stock Comparison

November 11, 2026

How do Arista Networks (ANET) and Super Micro Computer (SMCI) 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 Super Micro Computer (SMCI) both fall under the Technology Hardware & Equipment industry group, but ANET is classified in Communications Equipment while SMCI is classified in Technology Hardware, Storage & Peripherals.

Company profile comparison for Arista Networks (ANET) and Super Micro Computer (SMCI)
Profile Item	ANET	SMCI
Name	Arista Networks Inc.	Super Micro Computer Inc.
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	Technology Hardware, Storage & Peripherals
GICS Sub-Industry	Communications Equipment	Technology Hardware, Storage & Peripherals
Market Capitalization	215.79 billion USD	18.96 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	June 6, 2014	March 29, 2007
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

ANET

SMCI

GSPC

Arista Networks (ANET) vs. Super Micro Computer (SMCI), 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 Super Micro Computer (SMCI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Arista Networks (ANET) and Super Micro Computer (SMCI)
Metric	ANET	SMCI
Total Return (1Y)	38.40%	-26.81%
Total Return (3Y, Annualized)	52.15%	3.18%
Total Return (5Y, Annualized)	41.19%	45.36%

Risk Profile

Drawdown History

ANET

SMCI

GSPC

Arista Networks (ANET) vs. Super Micro Computer (SMCI), 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 Super Micro Computer (SMCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Arista Networks (ANET) and Super Micro Computer (SMCI)
Metric	ANET	SMCI
Volatility (1Y, Annualized)	56.66%	93.09%
Beta (5Y)	1.60	2.21
Max Drawdown (5Y)	-50.42%	-84.84%
Avg. Volume (3M)	6.09M	43.55M

Risk-Adjusted Performance

Risk-Return Positioning

ANET and SMCI 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 Super Micro Computer (SMCI)
Metric	ANET	SMCI
Sharpe Ratio (1Y)	0.60	-0.33
Sortino Ratio (1Y)	0.87	-0.48

Profitability

ROE (TTM)

Both Arista Networks (ANET) at 33.52% and Super Micro Computer (SMCI) at 32.37% 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%

SMCI

Technology Hardware & Equipment industry group

32.37%

Max: 42.47%
SMCI: 32.37%
Q3: 19.13%
Median: 11.00%
Q1: 1.63%
Min: -20.62%

Arista Networks (ANET) vs. Super Micro Computer (SMCI): 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 Super Micro Computer (SMCI) at 6.77% 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%

SMCI

Technology Hardware & Equipment industry group

6.77%

Max: 27.60%
Q3: 11.66%
SMCI: 6.77%
Median: 4.08%
Q1: 0.00%
Min: -11.02%

Arista Networks (ANET) vs. Super Micro Computer (SMCI): 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 Super Micro Computer (SMCI) at 10.35% 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%

SMCI

Technology Hardware & Equipment industry group

10.35%

Max: 36.27%
Q3: 18.36%
SMCI: 10.35%
Median: 8.84%
Q1: 1.46%
Min: -21.39%

Arista Networks (ANET) vs. Super Micro Computer (SMCI): A comparison of their operating margin against the Technology Hardware & Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Arista Networks (ANET) and Super Micro Computer (SMCI)
Metric	ANET	SMCI
ROE (TTM)	33.52%	32.37%
ROA (TTM)	15.04%	11.61%
Net Margin (TTM)	39.97%	6.77%
Operating Margin (TTM)	44.90%	10.35%
Gross Margin (TTM)	62.88%	11.67%

Growth

Revenue Growth

Both companies are growing quickly, but Super Micro Computer (SMCI) at 77.79% is the standout with revenue growth above its industry range; Arista Networks (ANET) at 28.60% also sits in the top quartile.

Arista Networks (ANET) vs. Super Micro Computer (SMCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Super Micro Computer (SMCI) at 94.05% sits in the top EPS growth quartile, while Arista Networks (ANET) at 23.32% is closer to the peer norm — faster per-share earnings growth for SMCI.

Arista Networks (ANET) vs. Super Micro Computer (SMCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Arista Networks (ANET) and Super Micro Computer (SMCI)
Metric	ANET	SMCI
Revenue Growth (YoY)	28.60%	77.79%
Revenue Growth (3Y CAGR)	27.15%	76.34%
EPS Growth (YoY)	23.32%	94.05%
EPS Growth (3Y CAGR)	37.08%	41.82%

Financial Strength

Current Ratio (MRQ)

Both Arista Networks (ANET) at 3.29 and Super Micro Computer (SMCI) at 3.02 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

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

SMCI

Technology Hardware & Equipment industry group

3.02

Max: 5.34
SMCI: 3.02
Q3: 3.02
Median: 1.95
Q1: 1.32
Min: 0.17

Arista Networks (ANET) vs. Super Micro Computer (SMCI): 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: Super Micro Computer (SMCI) carries debt-to-equity ratio of 0.57 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: --

SMCI

Technology Hardware & Equipment industry group

0.57

Max: 1.76
Q3: 0.78
SMCI: 0.57
Median: 0.24
Q1: 0.04
Min: 0.01

Arista Networks (ANET) vs. Super Micro Computer (SMCI): ANET does not report debt-to-equity ratio, so it has no value marker; SMCI is benchmarked against the Technology Hardware & Equipment industry group.

Financial Strength Metrics

Financial strength metrics for Arista Networks (ANET) and Super Micro Computer (SMCI)
Metric	ANET	SMCI
Current Ratio (MRQ)	3.29	3.02
Debt / Equity (MRQ)	--	0.57
Net Debt / EBITDA	-2.71	0.50

Dividends

Dividend Yield (TTM)

Neither Arista Networks (ANET) nor Super Micro Computer (SMCI) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

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%

SMCI

Technology Hardware & Equipment industry group

0.00%

Max: 0.73%
Q3: 0.31%
SMCI: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Arista Networks (ANET) vs. Super Micro Computer (SMCI): A comparison of their dividend yield against the Technology Hardware & Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Arista Networks (ANET) nor Super Micro Computer (SMCI) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

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%

SMCI

Technology Hardware & Equipment industry group

0.00%

Max: 32.27%
Q3: 14.48%
SMCI: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Arista Networks (ANET) vs. Super Micro Computer (SMCI): A comparison of their payout ratio against the Technology Hardware & Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Arista Networks (ANET) and Super Micro Computer (SMCI)
Metric	ANET	SMCI
Dividend Yield (TTM)	0.00%	0.00%
Dividend Payout Ratio (TTM)	0.00%	0.00%

Valuation

P/E Ratio (TTM)

Super Micro Computer (SMCI) at 6.07 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

SMCI

Technology Hardware & Equipment industry group

6.07

Max: 69.48
Q3: 41.02
Median: 26.39
Q1: 19.36
SMCI: 6.07
Min: 6.07

Arista Networks (ANET) vs. Super Micro Computer (SMCI): A comparison of their P/E ratio against the Technology Hardware & Equipment industry group benchmark.

P/S Ratio (TTM)

Super Micro Computer (SMCI) at 0.35 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

SMCI

Technology Hardware & Equipment industry group

0.35

Max: 11.30
Q3: 5.82
Median: 2.56
Q1: 1.05
SMCI: 0.35
Min: 0.00

Arista Networks (ANET) vs. Super Micro Computer (SMCI): A comparison of their P/S ratio against the Technology Hardware & Equipment industry group benchmark.

P/B Ratio (MRQ)

Super Micro Computer (SMCI) at 1.60 sits in the lower P/B ratio quartile relative to book while Arista Networks (ANET) at 13.12 prices above its industry range — a wide valuation gap against assets.

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

SMCI

Technology Hardware & Equipment industry group

1.60

Max: 10.75
Q3: 5.52
Median: 3.17
Q1: 1.79
SMCI: 1.60
Min: 0.33

Arista Networks (ANET) vs. Super Micro Computer (SMCI): A comparison of their P/B ratio against the Technology Hardware & Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Arista Networks (ANET) and Super Micro Computer (SMCI)
Metric	ANET	SMCI
P/E Ratio (TTM)	45.79	6.07
P/S Ratio (TTM)	18.15	0.35
P/B Ratio (MRQ)	13.12	1.60
Free Cash Flow Yield (TTM)	1.39%	-42.54%