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ANET vs. CRM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ANET vs. CRM - Performance Comparison

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

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Returns By Period

In the year-to-date period, ANET achieves a 45.39% return, which is significantly higher than CRM's -27.54% return. Over the past 10 years, ANET has outperformed CRM with an annualized return of 45.49%, while CRM has yielded a comparatively lower 9.10% annualized return.


ANET

1D
3.04%
1M
19.08%
6M
36.67%
YTD
45.39%
1Y
58.30%
3Y*
61.89%
5Y*
51.61%
10Y*
45.49%
ALL TIME*
39.06%

CRM

1D
2.71%
1M
14.98%
6M
-2.25%
YTD
-27.54%
1Y
-23.67%
3Y*
-3.26%
5Y*
-4.96%
10Y*
9.10%
ALL TIME*
19.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.27B$1.36B$1.49B
$2.35B$2.18B$2.59B

ANET vs. CRM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ANET
Arista Networks, Inc.
45.39%18.55%87.73%94.07%-15.58%97.89%42.86%-3.46%-10.56%143.44%
CRM
Salesforce, Inc.
-27.54%-20.25%27.76%98.46%-47.83%14.20%36.82%18.74%33.98%49.33%

Correlation

The correlation between ANET and CRM is -0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.01

Correlation (3Y)
Balances recent behavior with more history.

0.30

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.42

Correlation (10Y)
Provides a long-term view across more market conditions.

0.46

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

0.45

The correlation between ANET and CRM shifts across timeframes, from -0.01 (1 year) to 0.46 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ANET:

$239.88B

CRM:

$156.42B

EPS

ANET:

$3.17

CRM:

$8.68

PE Ratio

ANET:

60.07

CRM:

22.00

PEG Ratio

ANET:

1.41

CRM:

0.05

PS Ratio

ANET:

23.05

CRM:

4.12

PB Ratio

ANET:

16.41

CRM:

4.86

Total Revenue (TTM)

ANET:

$10.54B

CRM:

$42.83B

Gross Profit (TTM)

ANET:

$6.64B

CRM:

$33.25B

EBITDA (TTM)

ANET:

$5.04B

CRM:

$12.32B

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Return for Risk

ANET vs. CRM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ANET
ANET Risk / Return Rank: 7474
Overall Rank
ANET Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
ANET Sortino Ratio Rank: 7272
Sortino Ratio Rank
ANET Omega Ratio Rank: 7070
Omega Ratio Rank
ANET Calmar Ratio Rank: 7979
Calmar Ratio Rank
ANET Martin Ratio Rank: 7676
Martin Ratio Rank

CRM
CRM Risk / Return Rank: 1919
Overall Rank
CRM Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
CRM Sortino Ratio Rank: 1717
Sortino Ratio Rank
CRM Omega Ratio Rank: 1818
Omega Ratio Rank
CRM Calmar Ratio Rank: 2222
Calmar Ratio Rank
CRM Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ANET vs. CRM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Arista Networks, Inc. (ANET) and Salesforce, Inc. (CRM). 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.


ANETCRMDifference
Sharpe ratioReturn per unit of total volatility

+1.62

Sortino ratioReturn per unit of downside risk

+2.30

Omega ratioGain probability vs. loss probability

1.21

0.93

+0.28

Calmar ratioReturn relative to maximum drawdown

2.07

-0.55

+2.62

Martin ratioReturn relative to average drawdown

4.23

-1.00

+5.24

ANET vs. CRM - Sharpe Ratio Comparison

The current ANET Sharpe Ratio is 1.04, which is higher than the CRM Sharpe Ratio of -0.58. The chart below compares the historical Sharpe Ratios of ANET and CRM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ANET vs. CRM - Drawdown Comparison

The maximum ANET drawdown since its inception was -52.20%, smaller than the maximum CRM drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for ANET and CRM.


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Drawdown Indicators


ANETCRMDifference

Max Drawdown

Largest peak-to-trough decline

-52.20%

-70.50%

+18.30%

Max Drawdown (1Y)

Largest decline over 1 year

-28.33%

-43.33%

+15.00%

Max Drawdown (3Y)

Largest decline over 3 years

-50.42%

-58.67%

+8.25%

Max Drawdown (5Y)

Largest decline over 5 years

-50.42%

-58.67%

+8.25%

Max Drawdown (10Y)

Largest decline over 10 years

-52.20%

-58.67%

+6.47%

Current Drawdown

Current decline from peak

0.00%

-47.42%

+47.42%

Average Drawdown

Average peak-to-trough decline

-15.29%

-16.38%

+1.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.81%

23.64%

-9.83%

Volatility

ANET vs. CRM - Volatility Comparison

Arista Networks, Inc. (ANET) has a higher volatility of 18.12% compared to Salesforce, Inc. (CRM) at 14.48%. This indicates that ANET's price experiences larger fluctuations and is considered to be riskier than CRM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ANETCRMDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.12%

14.48%

+3.64%

Volatility (6M)

Calculated over the trailing 6-month period

43.01%

33.63%

+9.38%

Volatility (1Y)

Calculated over the trailing 1-year period

56.13%

41.06%

+15.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.33%

37.80%

+10.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.35%

35.73%

+9.62%

Dividends

ANET vs. CRM - Dividend Comparison

ANET has not paid dividends to shareholders, while CRM's dividend yield for the trailing twelve months is around 0.90%.


PositionTTM20252024
ANET
Arista Networks, Inc.
0.00%0.00%0.00%
CRM
Salesforce, Inc.
0.90%0.63%0.48%

Financials

ANET vs. CRM - Financials Comparison

This section allows you to compare key financial metrics between Arista Networks, Inc. and Salesforce, 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


Values in USD except per share items

ANET vs. CRM - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

ANET - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Arista Networks, Inc. reported a gross profit of 1.91B and revenue of 3.04B. Therefore, the gross margin over that period was 62.9%.

CRM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Salesforce, Inc. reported a gross profit of 8.56B and revenue of 11.13B. Therefore, the gross margin over that period was 76.9%.

ANET - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Arista Networks, Inc. reported an operating income of 1.38B and revenue of 3.04B, resulting in an operating margin of 45.4%.

CRM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Salesforce, Inc. reported an operating income of 2.35B and revenue of 11.13B, resulting in an operating margin of 21.1%.

ANET - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Arista Networks, Inc. reported a net income of 1.21B and revenue of 3.04B, resulting in a net margin of 40.0%.

CRM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Salesforce, Inc. reported a net income of 2.11B and revenue of 11.13B, resulting in a net margin of 18.9%.


Frequently Asked Questions


ANET and CRM have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ANET has higher volatility (18.12%) compared to CRM (14.48%). In terms of maximum drawdown, ANET dropped -52.20% vs CRM's -70.50%.

ANET currently has the higher Sharpe Ratio (1.04 vs -0.58), 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

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