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 34.1 against 68.3, a gap that is only a bargain if the two are growing at similar rates. Over the past year DELL returned +348% against +48% for ANET. The RyuScore puts DELL ahead, 65 against 62 out of 100.
| Figure | ANET | DELL |
|---|---|---|
| Last close | $217 | $586 |
| Market cap | $214B | $265B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 68.3 | 34.1 |
| Dividend yield | n/a | 0.4% |
| 1-year return | +48% | +348% |
| 5-year return | +868% | +1185% |
| RyuScoresector-relative, 1–10 | 62/100 | 65/100 |
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 Americas, 90% of the disclosed total.
Dell Technologies
Revenue of $47B in Q2 2027, net income $4.1B. 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 see the correlation.