PortfoliosLab logoPortfoliosLab logo
ANET vs. AVGO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ANET vs. AVGO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Arista Networks, Inc. (ANET) and Broadcom Inc. (AVGO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ANET achieves a 33.22% return, which is significantly higher than AVGO's 13.72% return. Over the past 10 years, ANET has outperformed AVGO with an annualized return of 45.29%, while AVGO has yielded a comparatively lower 42.25% annualized return.


ANET

1D
2.88%
1M
13.33%
YTD
33.22%
6M
33.53%
1Y
102.39%
3Y*
67.41%
5Y*
50.26%
10Y*
45.29%

AVGO

1D
-4.52%
1M
-5.16%
YTD
13.72%
6M
15.27%
1Y
58.01%
3Y*
70.37%
5Y*
55.97%
10Y*
42.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ANET vs. AVGO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ANET
Arista Networks, Inc.
33.22%18.55%87.73%94.07%-15.58%97.89%42.86%-3.46%-10.56%143.44%
AVGO
Broadcom Inc.
13.72%50.63%110.49%104.18%-13.27%56.48%44.88%29.05%2.18%48.19%

Correlation

The correlation between ANET and AVGO is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.62

Correlation (5Y)
Calculated over the trailing 5-year period

0.65

Correlation (10Y)
Calculated over the trailing 10-year period

0.55

Correlation (All Time)
Calculated using the full available price history since Jun 6, 2014

0.52

The correlation between ANET and AVGO shifts across timeframes, from 0.52 (all time) to 0.65 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ANET:

$222.35B

AVGO:

$1.91T

EPS

ANET:

$2.92

AVGO:

$6.01

PE Ratio

ANET:

59.79

AVGO:

65.25

PEG Ratio

ANET:

1.40

AVGO:

0.81

PS Ratio

ANET:

22.91

AVGO:

25.35

PB Ratio

ANET:

16.49

AVGO:

21.80

Total Revenue (TTM)

ANET:

$9.71B

AVGO:

$75.47B

Gross Profit (TTM)

ANET:

$6.17B

AVGO:

$50.53B

EBITDA (TTM)

ANET:

$4.21B

AVGO:

$42.03B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ANET vs. AVGO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANET
ANET Risk / Return Rank: 8585
Overall Rank
ANET Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
ANET Sortino Ratio Rank: 8383
Sortino Ratio Rank
ANET Omega Ratio Rank: 8282
Omega Ratio Rank
ANET Calmar Ratio Rank: 8787
Calmar Ratio Rank
ANET Martin Ratio Rank: 8383
Martin Ratio Rank

AVGO
AVGO Risk / Return Rank: 7575
Overall Rank
AVGO Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
AVGO Sortino Ratio Rank: 7373
Sortino Ratio Rank
AVGO Omega Ratio Rank: 7373
Omega Ratio Rank
AVGO Calmar Ratio Rank: 7676
Calmar Ratio Rank
AVGO Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ANET vs. AVGO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Arista Networks, Inc. (ANET) and Broadcom Inc. (AVGO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ANETAVGODifference
Sharpe ratioReturn per unit of total volatility

+0.68

Sortino ratioReturn per unit of downside risk

+0.61

Omega ratioGain probability vs. loss probability

1.31

1.24

+0.07

Calmar ratioReturn relative to maximum drawdown

3.63

2.03

+1.60

Martin ratioReturn relative to average drawdown

7.56

4.63

+2.93

ANET vs. AVGO - Sharpe Ratio Comparison

The current ANET Sharpe Ratio is 1.94, which is higher than the AVGO Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of ANET and AVGO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

ANET vs. AVGO - Drawdown Comparison

The maximum ANET drawdown since its inception was -52.20%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for ANET and AVGO.


Loading charts...

Drawdown Indicators


ANETAVGODifference

Max Drawdown

Largest peak-to-trough decline

-52.20%

-48.30%

-3.90%

Max Drawdown (1Y)

Largest decline over 1 year

-28.33%

-28.67%

+0.34%

Max Drawdown (3Y)

Largest decline over 3 years

-50.42%

-41.15%

-9.27%

Max Drawdown (5Y)

Largest decline over 5 years

-50.42%

-41.15%

-9.27%

Max Drawdown (10Y)

Largest decline over 10 years

-52.20%

-48.30%

-3.90%

Current Drawdown

Current decline from peak

-1.78%

-18.44%

+16.66%

Average Drawdown

Average peak-to-trough decline

-15.37%

-8.00%

-7.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.59%

12.57%

+1.02%

Volatility

ANET vs. AVGO - Volatility Comparison

The current volatility for Arista Networks, Inc. (ANET) is 15.95%, while Broadcom Inc. (AVGO) has a volatility of 21.58%. This indicates that ANET experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ANETAVGODifference

Volatility (1M)

Calculated over the trailing 1-month period

15.95%

21.58%

-5.63%

Volatility (6M)

Calculated over the trailing 6-month period

40.27%

33.32%

+6.95%

Volatility (1Y)

Calculated over the trailing 1-year period

53.18%

46.48%

+6.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.31%

43.61%

+3.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.04%

39.64%

+5.40%

Dividends

ANET vs. AVGO - Dividend Comparison

ANET has not paid dividends to shareholders, while AVGO's dividend yield for the trailing twelve months is around 0.65%.


PositionTTM20252024202320222021202020192018201720162015
ANET
Arista Networks, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AVGO
Broadcom Inc.
0.65%0.70%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%

Financials

ANET vs. AVGO - Financials Comparison

This section allows you to compare key financial metrics between Arista Networks, Inc. and Broadcom Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20222023202420252026
2.71B
22.19B
(ANET) Total Revenue
(AVGO) Total Revenue
Values in USD except per share items

ANET vs. AVGO - Profitability Comparison

The chart below illustrates the profitability comparison between Arista Networks, Inc. and Broadcom Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%62.0%64.0%66.0%68.0%70.0%20222023202420252026
61.9%
67.2%
Portfolio components
ANET - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Arista Networks, Inc. reported a gross profit of 1.68B and revenue of 2.71B. Therefore, the gross margin over that period was 61.9%.

AVGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.

ANET - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Arista Networks, Inc. reported an operating income of 1.16B and revenue of 2.71B, resulting in an operating margin of 42.7%.

AVGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.

ANET - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Arista Networks, Inc. reported a net income of 1.02B and revenue of 2.71B, resulting in a net margin of 37.8%.

AVGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.


Frequently Asked Questions


ANET and AVGO have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AVGO has higher volatility (21.58%) compared to ANET (15.95%). In terms of maximum drawdown, ANET dropped -52.20% vs AVGO's -48.30%.

ANET currently has the higher Sharpe Ratio (1.94 vs 1.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ANET and AVGO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer