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ANET compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name
ANET
Arista Networks, Inc.
Change
Mkt cap
Revenue
Revenue
NVDA
Nvidia Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
ANET
Arista Networks, Inc.
vs
NVDA
Nvidia Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Co-movers
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Co-movers
daily closes · 500d
Method
›
Moved together
ANET
with
NVDA
×0.43
co-movement · NVDA on ANET · 500d
r 0.55
scale to r 0.75
Shared co-movers
7
with ANET
with NVDA
VRT
Vertiv Holdings Co
r 0.61
r 0.65
ETN
Eaton Corp plc
r 0.62
r 0.60
AVGO
Broadcom Inc.
r 0.58
r 0.59
EME
EMCOR Group, Inc.
r 0.56
r 0.56
FIX
Comfort Systems USA Inc
r 0.56
r 0.56
TSM
Taiwan Semiconductor Manufacturing Co Ltd
r 0.55
r 0.71
ANET, solid
NVDA, hatched
× = co-movement · β
r = correlation
Bar = r to r 0.75
Order: weaker of A and B
Source: daily closes
ANET
Arista Networks, Inc.
Change
170.56
▲
+7.16%
· post 171.48
Mkt cap
$215.8B
Revenue
$3.7B
Q3 FY26
Revenue
$9.0B
FY25
NVDA
Nvidia Corp
Change
186.71
▲
+2.82%
· post 188.72
Closed
Nov 6 '26
Mkt cap
$4.5T
Revenue
$96.2B
Q2 FY27
Revenue
$216B
FY26
vs
Compare
Closed
Nov 6 '26
ANET
Arista Networks, Inc.
vs
NVDA
Nvidia Corp
170.56
▲
+7.16%
post 171.48
Price
186.71
▲
+2.82%
post 188.72
$215.8B
Mkt cap
$4.5T
Q3 FY26
$3.7B
Revenue
$96.2B
Q2 FY27
FY25
$9.0B
Revenue
$216B
FY26
Change
Change
ANET
170.56
▲
+7.16%
vs
NVDA
186.71
▲
+2.82%
Closed
Nov 6 '26