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

ANET and SAP are evenly matched — 8 metrics each of 16.

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 June 22, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare
Arista Networks, Inc. logo
ANET
Arista Networks, Inc.
$219.86B
$174.61Technology
SAP SE logo
SAP
SAP SE
$174.21B
$149.51Technology

Total return — ANET vs SAP

growth of $100 · last 12y
ANET +4975.9%SAP +98.7%ANET compounded faster
Log scale — wide-divergence pair
101001k10kStart $100201620182020202220242026$5,076$199
ANET SAP

ANET vs SAP: by the numbers

  • •ANET is the larger company ($219.86B vs $174.21B market cap).
  • •SAP trades at the lower earnings multiple (20.06 vs 59.80 P/E).
  • •ANET converts more revenue to profit (38.32% vs 19.58% net margin).
  • •ANET grew revenue faster over the past five years (31.58% vs 6.51% CAGR).
  • •SAP pays a dividend (1.97% yield) while ANET does not currently pay one.

Which is better, ANET or SAP?

Metric tally: ANET 8 · SAP 8

It depends on what you're optimizing for:

ValueSAP(lower P/E)
GrowthANET(faster 5Y revenue CAGR)
QualityANET(higher ROIC)

Metrics side by side

Valuation

MetricANETSAP
P/E ratio59.8020.06●
Forward P/E48.1017.35●
P/S ratio22.914.00●
P/B ratio16.493.37●
PEG ratio2.050.27●
EV / EBITDA47.2511.33●
FCF yield2.37%5.39%●

Profitability

MetricANETSAP
Gross margin63.54%72.79%●
Operating margin42.79%●26.87%
Net margin38.32%●19.58%
ROE27.59%●16.51%
ROIC22.64%●12.45%

Dividends

MetricANETSAP
Dividend yield—1.97%
Payout ratio—41.45%

Growth (annualized)

MetricANETSAP
Revenue CAGR (5Y)31.58%●6.51%
EPS CAGR (5Y)39.94%●5.95%
FCF CAGR (5Y)46.68%●3.62%
Total return CAGR (5Y)50.30%●2.82%

Frequently asked

Which is better, ANET or SAP?
It depends on your goal. value: SAP (lower P/E); growth: ANET (faster 5Y revenue CAGR); quality: ANET (higher ROIC). Across all compared metrics, they are evenly matched.
Is ANET or SAP cheaper?
On trailing earnings, SAP is cheaper: ANET trades at a 59.80 P/E and SAP at 20.06.
Which has grown faster, ANET or SAP?
Over the past five years, ANET grew revenue faster — ANET at a 31.58% CAGR versus SAP at 6.51%.
Does ANET or SAP pay a bigger dividend?
SAP pays a dividend (1.97% yield) while ANET does not currently pay one.
Is ANET or SAP more profitable?
ANET runs the higher net margin — ANET at 38.32% versus SAP at 19.58%.
Which has been the better investment, ANET or SAP?
Over the past 10-year, ANET delivered the higher annualized total return — ANET at 44.31% versus SAP at 8.27%. Past performance doesn't predict future results.

Go deeper

Full ANET analysisFull SAP analysisInteractive comparison tool

Dig into the metrics

Arista Networks P/E ratioSAP SE P/E ratioArista Networks dividend yieldSAP SE dividend yieldArista Networks ROESAP SE ROEArista Networks operating marginSAP SE operating marginArista Networks revenue growthSAP SE revenue growthArista Networks free cash flowSAP SE free cash flow

Arista Networks & SAP SE appear in these rankings

Fastest Revenue Growth StocksHighest ROE StocksHighest ROIC StocksHighest Operating Margin Stocks

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 22, 2026.