SMCI vs ANET
SMCI and ANET side by side — valuation & fundamentals (public data).
Key statistics
| Metric | SMCISuper Micro Computer, Inc. | ANETArista Networks, Inc. |
|---|---|---|
| Market cap | $23.41B | $243.13B |
| P/E (TTM) | 10.9 | 61.0 |
| P/B | 1.62 | 16.43 |
| P/S | 0.6x | 27.0x |
| Revenue | $39.06B(TTM) | $10.54B(TTM) |
| Revenue growth (YoY) | 77.8% | 28.6% |
| Net income | $2.23B(TTM) | $533.20M(TTM) |
| Earnings growth (YoY) | 112.7% | 23.1% |
| EPS, diluted | $3.26(TTM) | $3.16(TTM) |
| EBIT margin | 7.1% | 42.8% |
| ROE | 15.4% | 0.0% |
| ROIC | 31.3% | — |
| Piotroski F | 2/9 | — |
| 1y total return | -21.5% | +32.5% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: SMCI vs ANET
| Metric | SMCI | ANET |
|---|---|---|
| End value | $142.1K | $463.4K |
| Total return | +1321.0% | +4534.5% |
| CAGR | +29.3% | +44.9% |
| Volatility | 71.5% | 45.1% |
| Sharpe | 0.65 | 0.96 |
| Sortino | 1.04 | 1.40 |
| Max drawdown | -84.8% | -52.2% |
Based on 2600 common trading days, 2016-05-12 → 2026-09-15 · risk-free 4.11% (current short-Treasury, held constant)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)