stocksbrew

ANET vs CIEN

as of yesterday's close

Arista Networks and Ciena, side by side.

Prices and company dataas of yesterday's close

  • ANETBuy moresales growth, past year41%

    Arista Networks' sales grew 41% over the past year, and its report on Nov 3 beat profit forecasts by 12%.

  • CIENBuy moresales growth, past year33%

    Ciena's sales grew 33% over the past year, and it trades at 110 times its past year's earnings, below the 154 it typically traded at from May to July.

Percent return

  • ANET+45.76%
  • CIEN+42.72%

Nov 11, 2025 to Nov 11, 2026

Where they differ

ANET leads on 5 of 6
ANETCIEN
  • Company size: ANET $220B, CIEN $46.8B.
  • Sales growth, 1 yr: ANET +41%, CIEN +33%. ANET is ahead.
  • Price for $1 of next year's profit: ANET $30, CIEN $23. CIEN is ahead.
  • Profit per $1 of sales: ANET 44¢, CIEN 14¢. ANET is ahead.
  • Cash minus debt: ANET +$14.4B, CIEN −$442M. ANET is ahead.
  • Price change, 1 yr: ANET +46%, CIEN +43%. ANET is ahead. S&P 500 +12%.
  • How much the price swings: ANET 59%, CIEN 91%. ANET is ahead.
MeasureANETArista NetworksCIENCiena
Price and returns
Price$196.73$296.04
Today+6.33%Best in this row: +8.80%
1 monthBest in this row: −9.26%−34.18%
3 monthsBest in this row: −0.57%−23.61%
This yearBest in this row: +50.10%+26.58%
1 yearBest in this row: +45.76%+42.72%
5 yearsBest in this row: +503.53%+386.43%
From 52-week high−9.2%−52.8%
How much it swings (90 days)Best in this row: 59%91%
Valuation
Market value$220B$46.8B
Price vs last year's earningsBest in this row: 60.0×109.8×
Price vs next year's expected earnings30.3×Best in this row: 23.4×
Price vs earnings, adjusted for growth1.62×Best in this row: 0.66×
Price to sales18.1×Best in this row: 5.7×
Price vs cash it brings in43.0×Best in this row: 42.4×
Company value vs operating profit38.0×Best in this row: 34.1×
Price vs earnings, against its own past (0 = cheapest)91Best in this row: 0
Growth
Revenue growth, 1 yearBest in this row: +40.7%+32.6%
Revenue growth a year, last 3 yearsBest in this row: +27.1%+9.5%
Earnings per share growth, last year+23.0%Best in this row: +323.2%
Earnings per share growth expected next year+37.5%Best in this row: +65.4%
Profitability
Kept from sales after making the productBest in this row: 62.9%44.1%
Kept as operating profitBest in this row: 43.8%14.1%
Kept as final profitBest in this row: 40.0%10.9%
Kept as spare cashBest in this row: 42.2%13.5%
Profit on shareholders' moneyBest in this row: 33.5%22.4%
Profit on all money put inBest in this row: 239.9%22.0%
Balance sheet
Net cash (cash minus debt)Best in this row: $14.4B−$442M
Debt for each $1 of shareholders' money–1.07×
Short-term assets per $1 of bills due3.29×Best in this row: 3.80×
Our readPro
Our callBuy moreBuy more
WhyArista Networks' sales grew 41% over the past year, and its report on Nov 3 beat profit forecasts by 12%.Ciena's sales grew 33% over the past year, and it trades at 110 times its past year's earnings, below the 154 it typically traded at from May to July.
Where the price sitsin the full reportin the full report
Our overall score (out of 100)Best in this row: 7572
Our value score40Best in this row: 45
Our growth score89Best in this row: 98
Our quality scoreBest in this row: 9368
Our price trend scoreBest in this row: 7061
Earnings and analysts
Next earnings–Dec 10in 28 days
Analyst consensusBuyBuy
To average analyst target+27.1%Best in this row: +75.3%
Average analyst target$250.08$518.88
Analysts rating it a buyBest in this row: 100%81%
Buy ratings added, 3 months−2Best in this row: +3
Analysts covering1416

ANET: faster sales growth and wider profit margins

Our pick of these: Arista Networks

Buy more70/100

Sales growth +40.7% vs +32.6%

ANET +40.7%, CIEN +32.6%.

Keeps 43.8% of sales as operating profit, vs 14.1%

ANET 43.8%, CIEN 14.1%.

100% of analysts rate it a buy, vs 81%

ANET 100%, CIEN 81%.

Where it loses: CIEN has more analyst upside, +75.3% vs +27.1%

  • 2ndCIENBuy more30/100Would need faster sales growth, +32.6% vs +40.7%

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Backtest as a basket

Prices as of yesterday, 3:59 PM ET. A view, not advice.

Against their other rivals

After hours

That's a wrap.

17hrs04min28sec

Market opens Friday, Nov 13 at 9:30 AM ET