Arista Networks, Inc. (ANET) vs SAP SE (SAP)

A side-by-side comparison of Arista Networks, Inc. and SAP SE across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnANET vs SAP

growth of $100 · dividends reinvested · last 10y
ANET +3852.3% (+44.4%/yr)SAP +166.4% (+10.3%/yr)ANET compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$3,952$266
ANET SAP

ANET vs SAP: by the numbers

  • ANET is the larger company ($258.66B vs $243.79B market cap).
  • SAP trades at the lower trailing earnings multiple (26.47 vs 64.80 P/E), one valuation lens rather than an overall verdict.
  • ANET converts more revenue to profit (38.37% vs 20.40% net margin).
  • ANET grew revenue faster over the past five years (32.02% vs 6.60% CAGR).
  • SAP pays a dividend (1.43% yield), while ANET has no payments in the available dividend history.

Metrics side by side

Valuation

MetricANETSAP
P/E ratio64.8026.47
Forward P/E50.02N/A
P/S ratio24.545.50
P/B ratio17.484.77
EV / EBITDA54.9818.20
FCF yield1.99%4.13%

Profitability

MetricANETSAP
Gross margin63.00%72.75%
Operating margin43.14%26.78%
Net margin38.37%20.40%
ROE27.33%17.70%
ROIC21.80%13.02%

Dividends

MetricANETSAP
Dividend yieldN/A1.43%
Payout ratioN/A37.20%

Growth (annualized)

MetricANETSAP
Revenue CAGR (5Y)32.02%6.60%
EPS CAGR (5Y)39.94%5.95%
FCF CAGR (5Y)41.77%5.34%
Total return CAGR (5Y)55.50%9.08%

Frequently asked

Which has the lower trailing P/E, ANET or SAP?
SAP has the lower trailing P/E: ANET trades at 64.80 and SAP at 26.47. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ANET or SAP?
Over the past five years, ANET grew revenue faster — ANET at a 32.02% CAGR versus SAP at 6.60%.
Does ANET or SAP pay a bigger dividend?
SAP pays a dividend (1.43% yield), while ANET has no payments in the available dividend history.
Is ANET or SAP more profitable?
ANET runs the higher net margin — ANET at 38.37% versus SAP at 20.40%.
How have ANET and SAP total returns compared?
Over the past 10 years, ANET delivered 44.59% and SAP delivered 10.63% 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 September 13, 2026.