Arista Networks, Inc. (ANET) vs Leonardo DRS, Inc. (DRS)

A side-by-side comparison of Arista Networks, Inc. and Leonardo DRS, 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.

Compare
Different business models: ANET is classified in Technology; DRS is classified in Industrials. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnANET vs DRS

growth of $100 · dividends reinvested · last 12y
ANET +4864.0%DRS +1667.3%ANET compounded faster
01k2k3k4k5kStart $100201620182020202220242026$4,964$1,767
ANET DRS

ANET vs DRS: by the numbers

  • ANET is the larger company ($213.69B vs $13.13B market cap).
  • DRS trades at the lower trailing earnings multiple (44.86 vs 58.48 P/E), one valuation lens rather than an overall verdict.
  • ANET converts more revenue to profit (38.32% vs 7.85% net margin).
  • ANET grew revenue faster over the past five years (31.58% vs 5.14% CAGR).
  • DRS pays a dividend (0.74% yield), while ANET has no payments in the available dividend history.

Metrics side by side

Valuation

MetricANETDRS
P/E ratio58.4844.86
Forward P/E46.9237.26
P/S ratio22.403.52
P/B ratio16.134.70
PEG ratio2.051.10
EV / EBITDA50.6828.19
FCF yield2.43%2.31%

Profitability

MetricANETDRS
Gross margin63.54%24.06%
Operating margin42.79%9.91%
Net margin38.32%7.85%
ROE27.59%10.47%
ROIC22.64%8.37%

Dividends

MetricANETDRS
Dividend yieldN/A0.74%
Payout ratioN/A34.29%

Growth (annualized)

MetricANETDRS
Revenue CAGR (5Y)31.58%5.14%
EPS CAGR (5Y)39.94%13.00%
FCF CAGR (5Y)46.68%21.01%
Total return CAGR (5Y)48.81%30.55%

Frequently asked

Which has the lower trailing P/E, ANET or DRS?
DRS has the lower trailing P/E: ANET trades at 58.48 and DRS at 44.86. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ANET or DRS?
Over the past five years, ANET grew revenue faster — ANET at a 31.58% CAGR versus DRS at 5.14%.
Does ANET or DRS pay a bigger dividend?
DRS pays a dividend (0.74% yield), while ANET has no payments in the available dividend history.
Is ANET or DRS more profitable?
ANET runs the higher net margin — ANET at 38.32% versus DRS at 7.85%.
How have ANET and DRS total returns compared?
Over the past 10 years, ANET delivered 44.12% and DRS delivered 44.84% annualized total return. Past performance doesn't predict future results.

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.