Arista Networks, Inc. (ANET) vs Shopify Inc. (SHOP)

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

growth of $100 · dividends reinvested · last 11y
ANET +3946.4%SHOP +7363.5%SHOP compounded faster
02k4k6k8k10kStart $10020172019202120232025$4,046$7,464
ANET SHOP

ANET vs SHOP: by the numbers

  • ANET is the larger company ($213.69B vs $169.06B market cap).
  • ANET trades at the lower trailing earnings multiple (58.48 vs 124.39 P/E), one valuation lens rather than an overall verdict.
  • ANET converts more revenue to profit (38.32% vs 10.77% net margin).
  • ANET grew revenue faster over the past five years (31.58% vs 29.11% CAGR).

Metrics side by side

Valuation

MetricANETSHOP
P/E ratio58.48124.39
Forward P/E46.9269.18
P/S ratio22.4013.37
P/B ratio16.1313.19
PEG ratio2.054.35
EV / EBITDA50.6897.61
FCF yield2.43%1.29%

Profitability

MetricANETSHOP
Gross margin63.54%47.97%
Operating margin42.79%13.32%
Net margin38.32%10.77%
ROE27.59%10.62%
ROIC22.64%8.67%

Growth (annualized)

MetricANETSHOP
Revenue CAGR (5Y)31.58%29.11%
EPS CAGR (5Y)39.94%28.61%
FCF CAGR (5Y)46.68%28.17%
Total return CAGR (5Y)48.81%-3.00%

Frequently asked

Which has the lower trailing P/E, ANET or SHOP?
ANET has the lower trailing P/E: ANET trades at 58.48 and SHOP at 124.39. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ANET or SHOP?
Over the past five years, ANET grew revenue faster — ANET at a 31.58% CAGR versus SHOP at 29.11%.
Is ANET or SHOP more profitable?
ANET runs the higher net margin — ANET at 38.32% versus SHOP at 10.77%.

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.