Comparison

Arista Networks, Inc. (ANET) vs NetApp, Inc. (NTAP)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

ANET

Arista Networks, Inc.

Computer Hardware

Revenue, FY25: $9.01B
Net income: $3.51B
Operating cash flow: $4.37B
Free cash flow: $4.25B
Net margin: 38.99%
Operating margin: 42.82%
Gross margin: 64.06%

NTAP

NetApp, Inc.

Computer Hardware

Revenue, FY26: $6.24B
Net income: $1.28B
Operating cash flow: $2.07B
Free cash flow: $1.87B
Net margin: 20.46%
Operating margin: 26.84%
Gross margin: 78.55%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	ANET	NTAP
Revenue growth, latest filed year	+28.60%	+5.59%
Piotroski F-score	4 of 8	8 of 9
P/E against its own history	96.60% above	54.21% above

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

ANET

China
Export controls
Litigation
Tariffs
Cybersecurity
Supply chain

And 21 more.

NTAP

No 10-K read yet.

Tracked managers holding both

Joel Greenblatt Gotham Asset Management 0.09% · 0.16%

Updated Sep 11, 2026 · the newer of the two companies' filings