Arista Networks, Inc. (ANET) vs International Business Machines Corporation (IBM)
ANET and IBM are evenly matched — 8 metrics each of 16.
A side-by-side comparison of Arista Networks, Inc. and International Business Machines Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
ANET
Arista Networks, Inc.
$163.24Technology
IBM
International Business Machines Corporation
$272.24Technology
Total return — ANET vs IBM
growth of $100 · last 12yANET +4645.3%IBM +52.8%ANET compounded faster
Log scale — wide-divergence pair
ANET IBM
ANET vs IBM: by the numbers
- •IBM is the larger company ($255.87B vs $205.55B market cap).
- •IBM trades at the lower earnings multiple (24.07 vs 55.90 P/E).
- •ANET converts more revenue to profit (38.32% vs 15.61% net margin).
- •ANET grew revenue faster over the past five years (31.58% vs -0.09% CAGR).
- •IBM pays a dividend (2.47% yield) while ANET does not currently pay one.
Which is better, ANET or IBM?
Metric tally: ANET 8 · IBM 8It depends on what you're optimizing for:
ValueIBM(lower P/E)
GrowthANET(faster 5Y revenue CAGR)
QualityANET(higher ROIC)
Valuation
| Metric | ANET | IBM |
|---|---|---|
| P/E ratio | 55.90 | 24.07● |
| Forward P/E | 44.98 | 20.33● |
| P/S ratio | 21.41 | 3.76● |
| P/B ratio | 15.42 | 7.86● |
| PEG ratio | 2.05 | 0.35● |
| EV / EBITDA | 44.36 | 19.49● |
| FCF yield | 2.54% | 5.05%● |
Profitability
| Metric | ANET | IBM |
|---|---|---|
| Gross margin | 63.54%● | 58.97% |
| Operating margin | 42.79%● | 16.36% |
| Net margin | 38.32%● | 15.61% |
| ROE | 27.59% | 32.61%● |
| ROIC | 22.64%● | 8.57% |
Dividends
| Metric | ANET | IBM |
|---|---|---|
| Dividend yield | — | 2.47% |
| Payout ratio | — | 59.24% |
Growth (annualized)
| Metric | ANET | IBM |
|---|---|---|
| Revenue CAGR (5Y) | 31.58%● | -0.09% |
| EPS CAGR (5Y) | 39.94%● | 12.59% |
| FCF CAGR (5Y) | 46.68%● | -3.35% |
| Total return CAGR (5Y) | 48.29%● | 18.04% |
Frequently asked
- Which is better, ANET or IBM?
- It depends on your goal. value: IBM (lower P/E); growth: ANET (faster 5Y revenue CAGR); quality: ANET (higher ROIC). Across all compared metrics, they are evenly matched.
- Is ANET or IBM cheaper?
- On trailing earnings, IBM is cheaper: ANET trades at a 55.90 P/E and IBM at 24.07.
- Which has grown faster, ANET or IBM?
- Over the past five years, ANET grew revenue faster — ANET at a 31.58% CAGR versus IBM at -0.09%.
- Does ANET or IBM pay a bigger dividend?
- IBM pays a dividend (2.47% yield) while ANET does not currently pay one.
- Is ANET or IBM more profitable?
- ANET runs the higher net margin — ANET at 38.32% versus IBM at 15.61%.
- Which has been the better investment, ANET or IBM?
- Over the past 10-year, ANET delivered the higher annualized total return — ANET at 42.96% versus IBM at 11.01%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Arista Networks P/E ratioInternational Business Machines P/E ratioArista Networks dividend yieldInternational Business Machines dividend yieldArista Networks ROEInternational Business Machines ROEArista Networks operating marginInternational Business Machines operating marginArista Networks revenue growthInternational Business Machines revenue growthArista Networks free cash flowInternational Business Machines free cash flow
Arista Networks & International Business Machines 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 June 14, 2026.