Ambarella, Inc. (AMBA) vs Arista Networks, Inc. (ANET)
A side-by-side comparison of Ambarella, Inc. and Arista Networks, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.
AMBA
Ambarella, Inc.
$68.97TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
ANET
Arista Networks, Inc.
$169.71TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
Total return — AMBA vs ANET
growth of $100 · dividends reinvested · last 12yAMBA +173.7%ANET +4864.0%ANET compounded faster
Log scale — wide-divergence pair
AMBA ANET
AMBA vs ANET: by the numbers
- •ANET is the larger company ($213.69B vs $3.03B market cap).
- •ANET is profitable (38.32% net margin) while AMBA runs a net loss (-17.18%).
- •ANET grew revenue faster over the past five years (31.58% vs 11.19% CAGR).
Metrics side by side
Valuation
| Metric | AMBA | ANET |
|---|---|---|
| P/E ratio | N/A | 58.48 |
| Forward P/E | 114.50 | 46.92 |
| P/S ratio | 7.34 | 22.40 |
| P/B ratio | 4.91 | 16.13 |
| PEG ratio | N/A | 2.05 |
| EV / EBITDA | N/A | 50.68 |
| FCF yield | 0.88% | 2.43% |
Profitability
| Metric | AMBA | ANET |
|---|---|---|
| Gross margin | 58.28% | 63.54% |
| Operating margin | -18.18% | 42.79% |
| Net margin | -17.18% | 38.32% |
| ROE | -11.49% | 27.59% |
| ROIC | -13.25% | 22.64% |
Growth (annualized)
| Metric | AMBA | ANET |
|---|---|---|
| Revenue CAGR (5Y) | 11.19% | 31.58% |
| EPS CAGR (5Y) | -2.29% | 39.94% |
| FCF CAGR (5Y) | 16.65% | 46.68% |
| Total return CAGR (5Y) | -6.48% | 48.81% |
Frequently asked
- Which has grown faster, AMBA or ANET?
- Over the past five years, ANET grew revenue faster — AMBA at a 11.19% CAGR versus ANET at 31.58%.
- Is AMBA or ANET more profitable?
- ANET runs the higher net margin — AMBA at -17.18% versus ANET at 38.32%.
- How have AMBA and ANET total returns compared?
- Over the past 10 years, AMBA delivered 1.78% and ANET delivered 44.12% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Ambarella P/E ratioArista Networks P/E ratioAmbarella dividend yieldArista Networks dividend yieldAmbarella ROEArista Networks ROEAmbarella operating marginArista Networks operating marginAmbarella revenue growthArista Networks revenue growthAmbarella free cash flowArista Networks free cash flow
Ambarella & Arista Networks appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 28, 2026.