ANET vs WDC

Arista Networks and Western Digital, both Technology

Western Digital is the larger company at $257B against $214B. On trailing earnings WDC is the cheaper of the two at a P/E of 19.4 against 63.8, a gap that is only a bargain if the two are growing at similar rates. Over the past year WDC returned +538% against +46% for ANET. Ryufin's sector-relative Smart Score puts WDC ahead, 10/10 against 9/10.

Arista Networks and Western Digitalcompared on valuation, return and Ryufin’s Smart Score
FigureANETWDC
Last close$202$470
Market cap$214B$257B
Trailing P/Elower is cheaper for the same earnings, not automatically better63.819.4
1-year return+46%+538%
5-year return+751%+861%
Ryufin Smart Scoresector-relative, 1–109/1010/10

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.

Western Digital

Revenue of $3.7B in Q4 2026, net income $3.2B. Its largest reported line is Cloud, 89% of the disclosed total.

Open these two in the interactive comparison to add more names, change the period or read the correlation.