| Stage | ANET | % of rev | NVDA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.7B | 100.00% | $96.2B | 100.00% | NVDA ×26.31 |
| Gross profit | $2.3B | 63.59% | $72.1B | 74.98% | NVDA +11.4pp |
| Operating income | $1.6B | 44.90% | $63.7B | 66.24% | NVDA +21.3pp |
| Pre-tax income | $1.9B | 52.37% | $71.5B | 74.32% | NVDA +21.9pp |
| Net income | $1.6B | 42.66% | $59.7B | 62.03% | NVDA +19.4pp |
| Stage | ANET | NVDA | Gap · A − B |
|---|---|---|---|
| Revenue | $3.7B100.00% | $96.2B100.00% | NVDA ×26.31 |
| Gross profit | 63.59%$2.3B | 74.98%$72.1B | NVDA +11.4pp |
| Operating income | 44.90%$1.6B | 66.24%$63.7B | NVDA +21.3pp |
| Pre-tax income | 52.37%$1.9B | 74.32%$71.5B | NVDA +21.9pp |
| Net income | 42.66%$1.6B | 62.03%$59.7B | NVDA +19.4pp |
No shared counterparties.