Arista Networks Inc vs PayPal Holdings, Inc. — how do they compare? Arista Networks Inc trades at $185.67 (market cap $235.41B), while PayPal Holdings, Inc. trades at $46.77 (market cap $40.86B). The key difference: Arista Networks Inc is far larger — about 5.8× PayPal Holdings, Inc.'s market cap, and PayPal Holdings, Inc. pays a 1.21% dividend while Arista Networks Inc pays none. Which is the better fit depends on your goals.
| ANET | PYPL | |
|---|---|---|
Market Cap | $235.41B | $40.86B |
Sector | Technology | Financials |
52-Week High | $186.96 | $78.22 |
52-Week Low | $107.37 | $39.08 |
Enterprise Value | $223.06B | $40.93B |
Dividend Yield | — | 1.21% |
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.
PayPal (PYPL) trades at $46.32, up 2.21% today, with a bullish technical signal and strong fundamentals including a low P/E of 8.69 and robust net income margin of 15%. Recent earnings beat expectations in Q1 2026, and the company is targeting $1.5B in AI-driven savings to fuel growth. The stock is near resistance at $46, with support at $44.
PYPL presents a value opportunity with attractive valuation multiples and steady revenue growth, but faces competition and margin pressure. Analyst consensus is mixed with a $48.36 price target, indicating modest upside. Risks include execution challenges and macroeconomic headwinds, yet strong cash flow supports shareholder returns.
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 →PayPal Holdings, Inc. operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants. The Company offers online payment solutions. PayPal Holdings serves customers worldwide.
Read more on PYPL →