Arista Networks (ANET) vs F5 (FFIV)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Arista Networks (ANET) has outperformed F5 (FFIV) over the past year, gaining 48.6% versus a gain of 41.1%. Over five years, ANET leads with a +786.0% price change compared with +128.4% for FFIV. Arista Networks is the larger company by market cap ($272.47 billion vs $26.57 billion), about 10.3 times the size.
On valuation, F5 trades at a lower forward P/E (26.0x vs 41.5x for Arista Networks). Arista Networks converts more of its revenue into profit, with a net margin of 39.0% versus 22.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ANET | FFIV |
|---|---|---|
| Share price | $216.04 | $469.24 |
| Market cap | $272.47B | $26.57B |
| 1-day change | +0.09% | +0.56% |
| YTD return | +64.72% | +82.81% |
| 1-year return | +48.55% | +41.08% |
| 5-year return | +785.96% | +128.38% |
| P/E ratio (TTM) | 68.15 | 37.39 |
| Forward P/E | 41.53 | 25.96 |
| EPS (TTM) | $3.17 | $12.55 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $9.01B | $3.09B |
| Revenue growth (YoY) | +28.60% | +9.66% |
| Net income (latest FY) | $3.51B | $692.38M |
| Gross margin | 64.06% | 81.41% |
| Operating margin | 42.82% | 24.80% |
| Net margin | 38.99% | 22.42% |
| 52-week high | $217.32 | $472.25 |
| 52-week low | $114.52 | $223.76 |
| Distance from 52-week high | -0.59% | -0.64% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +12.27% | -7.06% |
| Average volume | 6.23M | 584.23K |
| Shares outstanding | 1.26B | 56.63M |
| Employees | 5,115 | 6,512 |
| Sector | Telecommunications | Telecommunications |
| Industry | Computer Communications Equipment | Computer Communications Equipment |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Arista Networks is about 10.3 times larger than F5 by market value ($272.47B vs $26.57B).
- Arista Networks trades at a higher earnings multiple (68.1x vs 37.4x trailing P/E).
- Arista Networks is more profitable, keeping 39.0 cents of every revenue dollar as net income versus 22.4 cents for F5.
- Arista Networks grew revenue faster in its latest fiscal year (+28.60% vs +9.66%).
About Arista Networks
ANET stock →Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
Telecommunications · Computer Communications Equipment · 5,115 employees
About F5
FFIV stock →F5, Inc. provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region.
Telecommunications · Computer Communications Equipment · 6,512 employees
ANET vs FFIV FAQ
Which is bigger, Arista Networks or F5?
Arista Networks (ANET) is larger, with a market capitalization of $272.47B compared with $26.57B for F5 (FFIV).
Which stock has performed better over the past year, ANET or FFIV?
ANET returned +48.55% over the past 12 months, compared with +41.08% for FFIV (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ANET or FFIV?
FFIV has the lower trailing P/E at 37.4, versus 68.1 for ANET. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Arista Networks and F5 in the same industry?
Yes. Both are classified in the Computer Communications Equipment industry within the Telecommunications sector.