ANET vs. UI: Arista Networks vs. Ubiquiti Stock Comparison

November 11, 2026

How do Arista Networks (ANET) and Ubiquiti (UI) 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 Ubiquiti (UI) are both classified in the Communications Equipment sub-industry within the broader Communications Equipment industry, placing them in the closest GICS peer bucket.

Company profile comparison for Arista Networks (ANET) and Ubiquiti (UI)
Profile Item	ANET	UI
Name	Arista Networks Inc.	Ubiquiti 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	Communications Equipment
GICS Sub-Industry	Communications Equipment	Communications Equipment
Market Capitalization	215.79 billion USD	35.85 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	June 6, 2014	October 14, 2011
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

ANET

GSPC

Arista Networks (ANET) vs. Ubiquiti (UI), 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 Ubiquiti (UI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Arista Networks (ANET) and Ubiquiti (UI)
Metric	ANET	UI
Total Return (1Y)	38.40%	8.54%
Total Return (3Y, Annualized)	52.15%	85.98%
Total Return (5Y, Annualized)	41.19%	18.26%

Risk Profile

Drawdown History

ANET

GSPC

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

Risk Metrics

Risk profile metrics for Arista Networks (ANET) and Ubiquiti (UI)
Metric	ANET	UI
Volatility (1Y, Annualized)	56.66%	53.12%
Beta (5Y)	1.60	1.29
Max Drawdown (5Y)	-50.42%	-69.44%
Avg. Volume (3M)	6.09M	133.04K

Risk-Adjusted Performance

Risk-Return Positioning

ANET and UI 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 Ubiquiti (UI)
Metric	ANET	UI
Sharpe Ratio (1Y)	0.60	0.08
Sortino Ratio (1Y)	0.87	0.12

Profitability

ROE (TTM)

Both companies show strong equity returns, but Ubiquiti (UI) at 91.09% is the standout with ROE above its industry range; Arista Networks (ANET) at 33.52% also sits in the top quartile.

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%

UI

Technology Hardware & Equipment industry group

91.09%

UI: 91.09%
Max: 42.47%
Q3: 19.13%
Median: 11.00%
Q1: 1.63%
Min: -20.62%

Arista Networks (ANET) vs. Ubiquiti (UI): A comparison of their ROE against the Technology Hardware & Equipment industry group benchmark.

Net Margin (TTM)

Both Arista Networks (ANET) at 39.97% and Ubiquiti (UI) at 29.33% keep an unusually large share of revenue as bottom-line profit — each net margin clears its industry’s benchmark range.

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%

UI

Technology Hardware & Equipment industry group

29.33%

UI: 29.33%
Max: 27.60%
Q3: 11.66%
Median: 4.08%
Q1: 0.00%
Min: -11.02%

Arista Networks (ANET) vs. Ubiquiti (UI): A comparison of their net margin against the Technology Hardware & Equipment industry group benchmark.

Operating Margin (TTM)

Arista Networks (ANET) at 44.90% shows unusually strong operating efficiency — above its industry’s operating margin range — and Ubiquiti (UI) at 36.27% 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%

UI

Technology Hardware & Equipment industry group

36.27%

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

Arista Networks (ANET) vs. Ubiquiti (UI): A comparison of their operating margin against the Technology Hardware & Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Arista Networks (ANET) and Ubiquiti (UI)
Metric	ANET	UI
ROE (TTM)	33.52%	91.09%
ROA (TTM)	15.04%	40.44%
Net Margin (TTM)	39.97%	29.33%
Operating Margin (TTM)	44.90%	36.27%
Gross Margin (TTM)	62.88%	46.16%

Growth

Revenue Growth

Arista Networks (ANET) at 28.60% sits in the top revenue growth quartile, while Ubiquiti (UI) at 27.22% is closer to the peer norm — faster top-line expansion for ANET.

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

EPS Growth

Both Arista Networks (ANET) at 23.32% and Ubiquiti (UI) at 34.78% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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

Growth Metrics

Growth metrics for Arista Networks (ANET) and Ubiquiti (UI)
Metric	ANET	UI
Revenue Growth (YoY)	28.60%	27.22%
Revenue Growth (3Y CAGR)	27.15%	19.05%
EPS Growth (YoY)	23.32%	34.78%
EPS Growth (3Y CAGR)	37.08%	32.98%

Financial Strength

Current Ratio (MRQ)

Ubiquiti (UI) at 2.93 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

UI

Technology Hardware & Equipment industry group

2.93

Max: 5.34
Q3: 3.02
UI: 2.93
Median: 1.95
Q1: 1.32
Min: 0.17

Arista Networks (ANET) vs. Ubiquiti (UI): 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: Ubiquiti (UI) carries debt-to-equity ratio of 0.06 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: --

UI

Technology Hardware & Equipment industry group

0.06

Max: 1.76
Q3: 0.78
Median: 0.24
UI: 0.06
Q1: 0.04
Min: 0.01

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

Financial Strength Metrics

Financial strength metrics for Arista Networks (ANET) and Ubiquiti (UI)
Metric	ANET	UI
Current Ratio (MRQ)	3.29	2.93
Debt / Equity (MRQ)	--	0.06
Net Debt / EBITDA	-2.71	-0.44

Dividends

Dividend Yield (TTM)

Neither Arista Networks (ANET) nor Ubiquiti (UI) 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%

UI

Technology Hardware & Equipment industry group

0.00%

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

Arista Networks (ANET) vs. Ubiquiti (UI): 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 Ubiquiti (UI) reports a payout of 20.19%, 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%

UI

Technology Hardware & Equipment industry group

20.19%

Max: 32.27%
UI: 20.19%
Q3: 14.48%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Arista Networks (ANET) vs. Ubiquiti (UI): A comparison of their payout ratio against the Technology Hardware & Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Arista Networks (ANET) and Ubiquiti (UI)
Metric	ANET	UI
Dividend Yield (TTM)	0.00%	0.00%
Dividend Payout Ratio (TTM)	0.00%	20.19%

Valuation

P/E Ratio (TTM)

Ubiquiti (UI) at 33.47 is near its industry’s usual P/E ratio, while Arista Networks (ANET) at 45.79 sits in the richer quartile — ANET needs stronger growth or earnings quality to justify the premium.

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

UI

Technology Hardware & Equipment industry group

33.47

Max: 69.48
Q3: 41.02
UI: 33.47
Median: 26.39
Q1: 19.36
Min: 6.07

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

P/S Ratio (TTM)

Both look expensive on sales: Ubiquiti (UI) at 10.95 sits in the upper P/S ratio quartile, and Arista Networks (ANET) at 18.15 prices even higher, above its industry range.

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

UI

Technology Hardware & Equipment industry group

10.95

Max: 11.30
UI: 10.95
Q3: 5.82
Median: 2.56
Q1: 1.05
Min: 0.00

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

P/B Ratio (MRQ)

Measured against book value, both Arista Networks (ANET) at 13.12 and Ubiquiti (UI) at 24.91 look expensive — each P/B ratio sits above its industry’s benchmark 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

UI

Technology Hardware & Equipment industry group

24.91

UI: 24.91
Max: 10.75
Q3: 5.52
Median: 3.17
Q1: 1.79
Min: 0.33

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

Valuation Metrics

Valuation metrics for Arista Networks (ANET) and Ubiquiti (UI)
Metric	ANET	UI
P/E Ratio (TTM)	45.79	33.47
P/S Ratio (TTM)	18.15	10.95
P/B Ratio (MRQ)	13.12	24.91
Free Cash Flow Yield (TTM)	1.39%	1.98%