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ANET vs. CRM
Performance
Return for Risk
Dividends
Drawdowns
Volatility
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.com, inc. (CRM). The values are adjusted to include any dividend payments, if applicable.

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ANET vs. CRM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ANET
Arista Networks, Inc.
-4.72%18.55%87.73%94.07%-15.58%97.89%42.86%-3.46%-10.56%143.44%
CRM
salesforce.com, inc.
-29.70%-20.25%27.76%98.46%-47.83%14.20%36.82%18.74%33.98%49.33%

Fundamentals

Market Cap

ANET:

$159.28B

CRM:

$175.07B

EPS

ANET:

$2.76

CRM:

$7.78

PE Ratio

ANET:

45.32

CRM:

23.94

PEG Ratio

ANET:

1.06

CRM:

0.05

PS Ratio

ANET:

17.67

CRM:

4.30

PB Ratio

ANET:

12.88

CRM:

2.96

Total Revenue (TTM)

ANET:

$9.01B

CRM:

$41.53B

Gross Profit (TTM)

ANET:

$5.77B

CRM:

$32.26B

EBITDA (TTM)

ANET:

$4.10B

CRM:

$10.85B

Returns By Period

In the year-to-date period, ANET achieves a -4.72% return, which is significantly higher than CRM's -29.70% return. Over the past 10 years, ANET has outperformed CRM with an annualized return of 41.49%, while CRM has yielded a comparatively lower 9.55% annualized return.


ANET

1D
1.69%
1M
-3.44%
YTD
-4.72%
6M
-16.36%
1Y
59.06%
3Y*
43.82%
5Y*
45.34%
10Y*
41.49%

CRM

1D
-0.23%
1M
-3.48%
YTD
-29.70%
6M
-20.85%
1Y
-30.62%
3Y*
-1.92%
5Y*
-2.93%
10Y*
9.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ANET vs. CRM — Risk / Return Rank

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

ANET
ANET Risk / Return Rank: 7474
Overall Rank
ANET Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
ANET Sortino Ratio Rank: 7272
Sortino Ratio Rank
ANET Omega Ratio Rank: 6969
Omega Ratio Rank
ANET Calmar Ratio Rank: 7878
Calmar Ratio Rank
ANET Martin Ratio Rank: 7575
Martin Ratio Rank

CRM
CRM Risk / Return Rank: 99
Overall Rank
CRM Sharpe Ratio Rank: 77
Sharpe Ratio Rank
CRM Sortino Ratio Rank: 99
Sortino Ratio Rank
CRM Omega Ratio Rank: 1010
Omega Ratio Rank
CRM Calmar Ratio Rank: 1313
Calmar Ratio Rank
CRM Martin Ratio Rank: 55
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. CRM - Risk-Adjusted Trends Comparison

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


ANETCRMDifference

Sharpe ratio

Return per unit of total volatility

1.10

-0.87

+1.97

Sortino ratio

Return per unit of downside risk

1.70

-1.13

+2.83

Omega ratio

Gain probability vs. loss probability

1.22

0.86

+0.35

Calmar ratio

Return relative to maximum drawdown

2.16

-0.78

+2.94

Martin ratio

Return relative to average drawdown

4.77

-1.65

+6.42

ANET vs. CRM - Sharpe Ratio Comparison

The current ANET Sharpe Ratio is 1.10, which is higher than the CRM Sharpe Ratio of -0.87. The chart below compares the historical Sharpe Ratios of ANET and CRM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ANETCRMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

-0.87

+1.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

-0.08

+1.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.94

0.28

+0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.46

+0.33

Correlation

The correlation between ANET and CRM is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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 0.89%.


TTM20252024
ANET
Arista Networks, Inc.
0.00%0.00%0.00%
CRM
salesforce.com, inc.
0.89%0.63%0.48%

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%

-38.51%

+10.18%

Max Drawdown (5Y)

Largest decline over 5 years

-50.42%

-58.62%

+8.20%

Max Drawdown (10Y)

Largest decline over 10 years

-52.20%

-58.62%

+6.42%

Current Drawdown

Current decline from peak

-22.95%

-48.98%

+26.03%

Average Drawdown

Average peak-to-trough decline

-15.48%

-15.83%

+0.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.82%

18.29%

-5.47%

Volatility

ANET vs. CRM - Volatility Comparison

Arista Networks, Inc. (ANET) has a higher volatility of 18.49% compared to salesforce.com, inc. (CRM) at 11.35%. 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

18.49%

11.35%

+7.14%

Volatility (6M)

Calculated over the trailing 6-month period

36.69%

26.89%

+9.80%

Volatility (1Y)

Calculated over the trailing 1-year period

53.90%

35.34%

+18.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.96%

36.01%

+9.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.40%

34.72%

+9.68%

Financials

ANET vs. CRM - Financials Comparison

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


0.002.00B4.00B6.00B8.00B10.00B12.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
2.49B
11.20B
(ANET) Total Revenue
(CRM) Total Revenue
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.com, 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%65.0%70.0%75.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
62.9%
77.6%
Portfolio components
ANET - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Arista Networks, Inc. reported a gross profit of 1.56B and revenue of 2.49B. 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 Apr 2026, salesforce.com, inc. reported a gross profit of 8.69B and revenue of 11.20B. Therefore, the gross margin over that period was 77.6%.

ANET - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Arista Networks, Inc. reported an operating income of 1.03B and revenue of 2.49B, resulting in an operating margin of 41.5%.

CRM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, salesforce.com, inc. reported an operating income of 1.87B and revenue of 11.20B, resulting in an operating margin of 16.7%.

ANET - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Arista Networks, Inc. reported a net income of 955.80M and revenue of 2.49B, resulting in a net margin of 38.4%.

CRM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, salesforce.com, inc. reported a net income of 1.94B and revenue of 11.20B, resulting in a net margin of 17.4%.