Arista Networks Inc vs Commvault Systems Inc — how do they compare? Arista Networks Inc trades at $206.25 (market cap $249.53B), while Commvault Systems Inc trades at $139.87 (market cap $5.78B). The key difference: Arista Networks Inc is far larger — about 43.2× Commvault Systems Inc's market cap, and Arista Networks Inc is trading nearer its 52-week high, Commvault Systems Inc nearer its low. Which is the better fit depends on your goals.
| ANET | CVLT | |
|---|---|---|
Market Cap | $249.53B | $5.78B |
Sector | Technology | Technology |
52-Week High | $197.85 | $195.41 |
52-Week Low | $116.13 | $75.18 |
Enterprise Value | $236.19B | $5.76B |
Signals from Pluang's Aura AI — not financial advice
Arista Networks (ANET) trades at $191.52, up 1.51% with strong technical momentum and bullish moving average signals. The company demonstrates exceptional fundamentals with 38.4% net margins and consistent earnings beats, though valuation ratios remain elevated. Recent news highlights ANET's leadership in AI networking infrastructure with 40% revenue growth guidance for 2026, positioning it as a key beneficiary of hyperscaler capital expenditure cycles.
Outlook remains positive given robust AI-driven demand and strong analyst consensus, but premium valuation leaves little room for execution missteps. Key risks include competitive pressures and customer concentration with Meta and Microsoft comprising 42% of revenue. The stock offers growth exposure to AI infrastructure but requires monitoring of valuation sustainability.
Commvault Systems (CVLT) trades at $139.36, down slightly by 0.05% on the day, with strong technical momentum showing a bullish moving average signal. The company has consistently beaten earnings expectations in recent quarters, with Q2 2026 EPS of $1.42 surpassing the $1.16 estimate. Recent positive developments include the integration of Threat Scan with Google Threat Intelligence and a partnership with Microsoft for AI security on Azure, driving investor optimism despite a shareholder investigation announcement.
CVLT presents a mixed fundamental picture with robust revenue growth and strong profitability metrics but elevated valuation multiples. The stock offers significant upside to the consensus price target of $172.40, supported by 54.5% analyst buy ratings. Key risks include high P/E ratio of 89.35, ongoing fiduciary investigation, and potential margin compression as revenue growth outpaces net income growth in 2026 projections.
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 →Commvault provides enterprise-grade data protection and information management software. Its platform helps businesses manage, back up, and recover data across on-premises, cloud, and hybrid environments.
Read more on CVLT →