ANET vs DELL
Arista Networks and Dell Technologies, both Technology
Dell Technologies is the larger company at $265B against $214B. On trailing earnings DELL is the cheaper of the two at a P/E of 37.0 against 63.8, a gap that is only a bargain if the two are growing at similar rates. Over the past year DELL returned +266% against +46% for ANET. Ryufin's sector-relative Smart Score puts ANET ahead, 9/10 against 6/10.
| Figure | ANET | DELL |
|---|---|---|
| Last close | $202 | $464 |
| Market cap | $214B | $265B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 63.8 | 37.0 |
| Dividend yield | n/a | 0.5% |
| 1-year return | +46% | +266% |
| 5-year return | +751% | +942% |
| Ryufin Smart Scoresector-relative, 1–10 | 9/10 | 6/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Arista Networks
Revenue of $3.0B in Q2 2026, net income $1.2B. Its largest reported line is US, 84% of the disclosed total.
Dell Technologies
Revenue of $44B in Q1 2027, net income $3.4B. Its largest reported line is AI Optimized Servers And Networking, 33% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.