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 August 7, 2026. Differences are shown without an overall score or investment verdict.
ANET
Arista Networks, Inc.
$190.61TechnologyDelayed quote: Aug 7, 2026, 12:30 PM EDT
SAP
SAP SE
$205.52TechnologyDelayed quote: Aug 7, 2026, 12:30 PM EDT
Total return — ANET vs SAP
growth of $100 · dividends reinvested · last 12yANET +5490.7%SAP +215.2%ANET compounded faster
Log scale — wide-divergence pair
ANET SAP
ANET vs SAP: by the numbers
- •ANET is the larger company ($240.01B vs $239.48B market cap).
- •SAP trades at the lower trailing earnings multiple (25.23 vs 60.67 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 (1.47% yield), while ANET has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | ANET | SAP |
|---|---|---|
| P/E ratio | 60.67 | 25.23 |
| Forward P/E | 47.78 | 28.16 |
| P/S ratio | 23.26 | 5.21 |
| P/B ratio | 16.57 | 4.52 |
| PEG ratio | 2.05 | 0.27 |
| EV / EBITDA | 52.09 | 16.39 |
| FCF yield | 2.77% | 4.36% |
Profitability
| Metric | ANET | SAP |
|---|---|---|
| Gross margin | 63.00% | 72.75% |
| Operating margin | 43.14% | 26.78% |
| Net margin | 38.37% | 20.40% |
| ROE | 27.33% | 17.70% |
| ROIC | 22.64% | 12.45% |
Dividends
| Metric | ANET | SAP |
|---|---|---|
| Dividend yield | N/A | 1.47% |
| Payout ratio | N/A | 41.45% |
Growth (annualized)
| Metric | ANET | SAP |
|---|---|---|
| Revenue CAGR (5Y) | 32.02% | 6.60% |
| EPS CAGR (5Y) | 39.94% | 5.95% |
| FCF CAGR (5Y) | 49.82% | 5.34% |
| Total return CAGR (5Y) | 52.14% | 8.15% |
Frequently asked
- Which has the lower trailing P/E, ANET or SAP?
- SAP has the lower trailing P/E: ANET trades at 60.67 and SAP at 25.23. 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 (1.47% 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 45.63% and SAP delivered 10.44% annualized total return. Past performance doesn't predict future results.
Go deeper
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
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 August 7, 2026.