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.
ANET
Arista Networks, Inc.
$205.42TechnologyDelayed quote: Sep 21, 2026, 4:00 PM EDT
SAP
SAP SE
$209.22TechnologyDelayed quote: Sep 21, 2026, 4:01 PM EDT
Total return — ANET vs SAP
growth of $100 · dividends reinvested · last 10yANET +3852.3% (+44.4%/yr)SAP +166.4% (+10.3%/yr)ANET compounded faster over this window
Log scale — wide-divergence pair
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
| Metric | ANET | SAP |
|---|---|---|
| P/E ratio | 64.80 | 26.47 |
| Forward P/E | 50.02 | N/A |
| P/S ratio | 24.54 | 5.50 |
| P/B ratio | 17.48 | 4.77 |
| EV / EBITDA | 54.98 | 18.20 |
| FCF yield | 1.99% | 4.13% |
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 | 21.80% | 13.02% |
Dividends
| Metric | ANET | SAP |
|---|---|---|
| Dividend yield | N/A | 1.43% |
| Payout ratio | N/A | 37.20% |
Growth (annualized)
| Metric | ANET | SAP |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Arista Networks P/E ratioSAP SE P/E ratioSAP 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 September 13, 2026.