Arista Networks Inc vs CDW Corp. — how do they compare? Arista Networks Inc trades at $186.76 (market cap $235.41B), while CDW Corp. trades at $144.47 (market cap $18.45B). The key difference: Arista Networks Inc is far larger — about 12.8× CDW Corp.'s market cap, and CDW Corp. pays a 1.75% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | CDW | |
|---|---|---|
Market Cap | $235.41B | $18.45B |
Sector | Technology | Technology |
52-Week High | $186.96 | $182.18 |
52-Week Low | $107.37 | $99.30 |
Enterprise Value | $223.06B | $23.66B |
Dividend Yield | — | 1.75% |
Signals from Pluang's Aura AI — not financial advice
Arista Networks (ANET) trades at $186.96, up 1.23% with strong technical momentum as price approaches resistance at $189. The company demonstrates robust fundamentals with 2025 revenue of $9.01B and net income of $3.51B (38.32% margin), though valuation metrics remain elevated with P/E of 64.25. Recent earnings beats and AI infrastructure tailwinds support positive sentiment.
Arista presents growth potential from AI networking demand with 75% analyst buy ratings and $192.82 consensus target, but faces risks from high valuation multiples and competitive pressures. The stock's technical setup suggests near-term resistance testing with support at $180, while fundamental strength supports long-term growth outlook.
CDW trades at $144.39, up 2.98% today, near its pivot point of $139 with resistance at $143. The stock shows strong profitability with a 44.16% ROE and consistent earnings beats in recent quarters. Recent news highlights AI infrastructure demand fueling growth, while the company increased its share repurchase program by $1 billion in May 2026. Technical indicators are bullish, with moving averages supporting upward momentum.
Outlook remains positive driven by AI demand and shareholder returns, but risks include margin pressure and high debt. Analysts are bullish with a $142.17 consensus target and 71% buy ratings. Investors should monitor Q2 2026 earnings against the $2.80 EPS estimate for near-term direction.
Trailing returns across standard periods
Latest headlines on both assets
Arista Networks is a software and hardware provider for the networking solutions sector. Operating as one business unit, software, switching, and router products are targeted for high-performance networking applications, while service revenue comes from technical support. Customer markets include data centers, enterprises, service providers, and campuses. The company is headquartered in Santa Clara, California, and generates most of its revenue in the Americas.
Read more on ANET →CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →