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SMCI vs. ANET
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SMCI and ANET is 0.45, 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.


Performance

SMCI vs. ANET - Performance Comparison

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

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Key characteristics

Sharpe Ratio

SMCI:

-0.53

ANET:

0.32

Sortino Ratio

SMCI:

-0.40

ANET:

0.95

Omega Ratio

SMCI:

0.95

ANET:

1.14

Calmar Ratio

SMCI:

-0.72

ANET:

0.52

Martin Ratio

SMCI:

-1.16

ANET:

1.39

Ulcer Index

SMCI:

52.63%

ANET:

18.92%

Daily Std Dev

SMCI:

112.80%

ANET:

52.69%

Max Drawdown

SMCI:

-84.84%

ANET:

-52.20%

Current Drawdown

SMCI:

-73.07%

ANET:

-33.35%

Fundamentals

Market Cap

SMCI:

$19.16B

ANET:

$109.60B

EPS

SMCI:

$1.84

ANET:

$2.37

PE Ratio

SMCI:

17.39

ANET:

36.51

PEG Ratio

SMCI:

0.76

ANET:

2.33

PS Ratio

SMCI:

0.89

ANET:

14.74

PB Ratio

SMCI:

3.00

ANET:

10.74

Total Revenue (TTM)

SMCI:

$16.97B

ANET:

$7.44B

Gross Profit (TTM)

SMCI:

$1.99B

ANET:

$4.77B

EBITDA (TTM)

SMCI:

$710.72M

ANET:

$2.33B

Returns By Period

In the year-to-date period, SMCI achieves a 4.95% return, which is significantly higher than ANET's -21.72% return. Over the past 10 years, SMCI has underperformed ANET with an annualized return of 25.97%, while ANET has yielded a comparatively higher 35.62% annualized return.


SMCI

YTD

4.95%

1M

-5.02%

6M

30.46%

1Y

-59.94%

5Y*

65.91%

10Y*

25.97%

ANET

YTD

-21.72%

1M

19.09%

6M

-13.58%

1Y

10.21%

5Y*

44.04%

10Y*

35.62%

*Annualized

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Risk-Adjusted Performance

SMCI vs. ANET — Risk-Adjusted Performance Rank

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

SMCI
The Risk-Adjusted Performance Rank of SMCI is 2121
Overall Rank
The Sharpe Ratio Rank of SMCI is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of SMCI is 2626
Sortino Ratio Rank
The Omega Ratio Rank of SMCI is 2727
Omega Ratio Rank
The Calmar Ratio Rank of SMCI is 88
Calmar Ratio Rank
The Martin Ratio Rank of SMCI is 2020
Martin Ratio Rank

ANET
The Risk-Adjusted Performance Rank of ANET is 6868
Overall Rank
The Sharpe Ratio Rank of ANET is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of ANET is 6565
Sortino Ratio Rank
The Omega Ratio Rank of ANET is 6767
Omega Ratio Rank
The Calmar Ratio Rank of ANET is 7373
Calmar Ratio Rank
The Martin Ratio Rank of ANET is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SMCI vs. ANET - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Super Micro Computer, Inc. (SMCI) and Arista Networks, Inc. (ANET). 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.


The current SMCI Sharpe Ratio is -0.53, which is lower than the ANET Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of SMCI and ANET, 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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Dividends

SMCI vs. ANET - Dividend Comparison

Neither SMCI nor ANET has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SMCI vs. ANET - Drawdown Comparison

The maximum SMCI drawdown since its inception was -84.84%, which is greater than ANET's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for SMCI and ANET. For additional features, visit the drawdowns tool.


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Volatility

SMCI vs. ANET - Volatility Comparison

Super Micro Computer, Inc. (SMCI) has a higher volatility of 22.71% compared to Arista Networks, Inc. (ANET) at 14.51%. This indicates that SMCI's price experiences larger fluctuations and is considered to be riskier than ANET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

SMCI vs. ANET - Financials Comparison

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


1.00B2.00B3.00B4.00B5.00B6.00B20212022202320242025
5.68B
2.00B
(SMCI) Total Revenue
(ANET) Total Revenue
Values in USD except per share items

SMCI vs. ANET - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%20212022202320242025
11.8%
63.7%
(SMCI) Gross Margin
(ANET) Gross Margin
SMCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Super Micro Computer, Inc. reported a gross profit of 670.02M and revenue of 5.68B. Therefore, the gross margin over that period was 11.8%.

ANET - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Arista Networks, Inc. reported a gross profit of 1.28B and revenue of 2.00B. Therefore, the gross margin over that period was 63.7%.

SMCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Super Micro Computer, Inc. reported an operating income of 368.62M and revenue of 5.68B, resulting in an operating margin of 6.5%.

ANET - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Arista Networks, Inc. reported an operating income of 858.80M and revenue of 2.00B, resulting in an operating margin of 42.8%.

SMCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Super Micro Computer, Inc. reported a net income of 320.60M and revenue of 5.68B, resulting in a net margin of 5.7%.

ANET - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Arista Networks, Inc. reported a net income of 813.80M and revenue of 2.00B, resulting in a net margin of 40.6%.