Comparison

Arista Networks, Inc. (ANET) vs Seagate Technology Holdings plc (STX)

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%

STX

Seagate Technology Holdings plc

Computer Hardware

Revenue, FY26: $12.2B
Net income: $3.18B
Operating cash flow: $3.67B
Free cash flow: $3.11B
Net margin: 26.11%
Operating margin: 33.57%
Gross margin: 45.58%

Head-to-head

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

Metric	ANET	STX
Revenue growth, latest filed year	+28.60%	+34.06%
Piotroski F-score	4 of 8	8 of 9
P/E against its own history	96.60% above	169.61% 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.

STX

Export controls
Litigation
Tax
Debt covenants
Currency moves
Tariffs

And 20 more.

Tracked managers holding both

Joel Greenblatt Gotham Asset Management 0.09% · 0.02%

Updated Sep 9, 2026 · the newer of the two companies' filings