| Stage | ANET | % of rev | CSCO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.0B | 100.00% | $17.3B | 100.00% | CSCO ×5.68 |
| Gross profit | $1.9B | 62.93% | $11.1B | 64.13% | CSCO +1.2pp |
| Operating income | $1.4B | 45.39% | $4.3B | 24.72% | ANET +20.7pp |
| Pre-tax income | $1.5B | 49.55% | $4.9B | 28.59% | ANET +21.0pp |
| Net income | $1.2B | 39.95% | $3.9B | 22.37% | ANET +17.6pp |
| Stage | ANET | CSCO | Gap · A − B |
|---|---|---|---|
| Revenue | $3.0B100.00% | $17.3B100.00% | CSCO ×5.68 |
| Gross profit | 62.93%$1.9B | 64.13%$11.1B | CSCO +1.2pp |
| Operating income | 45.39%$1.4B | 24.72%$4.3B | ANET +20.7pp |
| Pre-tax income | 49.55%$1.5B | 28.59%$4.9B | ANET +21.0pp |
| Net income |
| 39.95%$1.2B |
| 22.37%$3.9B |
| ANET +17.6pp |
No shared counterparties.