Arista Networks Inc vs Alphabet Inc Class A — how do they compare? Arista Networks Inc trades at $186 (market cap $235.41B), while Alphabet Inc Class A trades at $356.1 (market cap $4.35T). The key difference: Alphabet Inc Class A is far larger — about 18.5× Arista Networks Inc's market cap, and Alphabet Inc Class A pays a 0.25% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | GOOGL | |
|---|---|---|
Market Cap | $235.41B | $4.35T |
Sector | Technology | Media |
52-Week High | $186.96 | $402.62 |
52-Week Low | $107.37 | $180.19 |
Enterprise Value | $223.06B | $4.31T |
Dividend Yield | — | 0.25% |
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.
Alphabet (GOOGL) trades at $357.18, down 0.48% on the day, with strong fundamentals including 32.8% net margin and consistent earnings beats. Technical indicators show neutral momentum with support at $353 and resistance at $362. The company demonstrates robust revenue growth, expanding from $350B in 2024 to $402.8B in 2025, while maintaining exceptional profitability metrics including 38.88% ROE.
Alphabet presents a compelling investment case with 85% analyst buy ratings and $432.22 consensus price target representing 21% upside. Key catalysts include AI leadership and YouTube subscription growth, though risks include antitrust scrutiny and tech sector volatility. The stock's valuation at 27.24 P/E appears reasonable given growth trajectory and market position.
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 →Alphabet, the parent company of Google, earns nearly 90% of its revenue from Google services, mainly through advertising. Other revenue comes from subscriptions (YouTube TV, YouTube Music), platform sales (Play Store purchases), and devices (Pixel, Chromebooks, Chromecast). Google Cloud contributes around 10%, while investments in self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) make up the rest.
Read more on GOOGL →