Arista Networks, Inc. (ANET) vs Applied Digital Corp. (APLD)

A side-by-side comparison of Arista Networks, Inc. and Applied Digital Corp. 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.

Compare

Total returnANET vs APLD

growth of $100 · dividends reinvested · last 4y
ANET +437.2%APLD +443.9%APLD compounded faster
02004006008001kStart $1002023202420252026$537$544
ANET APLD

ANET vs APLD: by the numbers

  • ANET is the larger company ($213.69B vs $7.61B market cap).
  • ANET is profitable (38.32% net margin) while APLD runs a net loss (-39.91%).

Metrics side by side

Valuation

MetricANETAPLD
P/E ratio58.48N/A
Forward P/E46.92N/A
P/S ratio22.4011.88
P/B ratio16.134.23
PEG ratio2.05N/A
EV / EBITDA50.68N/A
FCF yield2.43%N/A

Profitability

MetricANETAPLD
Gross margin63.54%25.79%
Operating margin42.79%-38.66%
Net margin38.32%-39.91%
ROE27.59%-14.21%
ROIC22.64%0.00%

Growth (annualized)

MetricANETAPLD
Revenue CAGR (5Y)31.58%N/A
EPS CAGR (5Y)39.94%N/A
FCF CAGR (5Y)46.68%N/A
Total return CAGR (5Y)48.81%N/A

Frequently asked

Is ANET or APLD more profitable?
ANET runs the higher net margin — ANET at 38.32% versus APLD at -39.91%.

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.