Arista Networks, Inc. (ANET) vs SentinelOne, Inc. (S)

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

Total returnANET vs S

growth of $100 · dividends reinvested · last 5y
ANET +654.2%S -57.3%ANET compounded faster
Log scale — wide-divergence pair
101001kStart $10020222023202420252026$754$43
ANET S

ANET vs S: by the numbers

  • ANET is the larger company ($213.69B vs $6.18B market cap).
  • ANET is profitable (38.32% net margin) while S runs a net loss (-30.38%).
  • S grew revenue faster over the past five years (56.30% vs 31.58% CAGR).

Metrics side by side

Valuation

MetricANETS
P/E ratio58.48N/A
Forward P/E46.9295.50
P/S ratio22.405.83
P/B ratio16.134.25
PEG ratio2.05N/A
EV / EBITDA50.68N/A
FCF yield2.43%0.73%

Profitability

MetricANETS
Gross margin63.54%74.03%
Operating margin42.79%-29.70%
Net margin38.32%-30.38%
ROE27.59%-22.16%
ROIC22.64%-18.31%

Growth (annualized)

MetricANETS
Revenue CAGR (5Y)31.58%56.30%
EPS CAGR (5Y)39.94%N/A
FCF CAGR (5Y)46.68%N/A
Total return CAGR (5Y)48.81%-17.55%

Frequently asked

Which has grown faster, ANET or S?
Over the past five years, S grew revenue faster — ANET at a 31.58% CAGR versus S at 56.30%.
Is ANET or S more profitable?
ANET runs the higher net margin — ANET at 38.32% versus S at -30.38%.
How have ANET and S total returns compared?
Over the past 5 years, ANET delivered 44.12% and S delivered -17.55% 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.