ANET vs APP

Comparison between Arista Networks Inc (ANET, Company) and Applovin Corp - Class A (APP, Company).

ANET is from the Technology sector, while APP is from the Communication Services sector.

5-Year PerformanceAPP has outperformed ANET, delivering a return of +49.6% compared to +47.7%

ANET vs APP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ANET(COMPANY)	APP(COMPANY)
Market Cap	$194B	$191B
Max Drawdown	52.20%	91.90%
Sharpe Ratio	1.11	0.72
5Y Beta	1.79	2.25
Industry	Computer Hardware	Advertising Agencies
P/E Ratio	52.21	48.41
Forward P/E	47.39	39.06
PEG Ratio	2.28	0.46
5Y EPS CAGR	39.68%	N/A
Debt to Equity	0.00%	148.68%
Free Cash Flow Yield	2.69%	2.32%
P/S Ratio	20.01	32.69
P/B Ratio	14.41	85.27

Market Cap

Winner

ANET

$194B

APP

$191B

Max Drawdown

Winner

ANET

52.20%

APP

91.90%

Sharpe Ratio

Winner

ANET

1.11

APP

0.72

5Y Beta

Winner

ANET

1.79

APP

2.25

Industry

ANET

Computer Hardware

APP

Advertising Agencies

P/E Ratio

ANET

52.21

Winner

APP

48.41

Forward P/E

ANET

47.39

Winner

APP

39.06

PEG Ratio

ANET

2.28

Winner

APP

0.46

5Y EPS CAGR

ANET

39.68%

APP

N/A

Debt to Equity

Winner

ANET

0.00%

APP

148.68%

Free Cash Flow Yield

Winner

ANET

2.69%

APP

2.32%

P/S Ratio

Winner

ANET

20.01

APP

32.69

P/B Ratio

Winner

ANET

14.41

APP

85.27

ANET vs APP - Historical Returns

Returns include dividend reinvestment.

Period	ANET	APP
1 month	-9.41%	+16.54%
3 months	+10.62%	+9.56%
6 months	+19.92%	-19.47%
1 year	+62.01%	+34.54%
5 years(CAGR)	+47.73%	+49.58%
10 years(CAGR)	+41.90%	N/A
Max(CAGR)	+37.30%	+51.81%

ANET

-9.41%

Winner

APP

+16.54%

Winner

ANET

+10.62%

APP

+9.56%

Winner

ANET

+19.92%

APP

-19.47%

Winner

ANET

+62.01%

APP

+34.54%

5Y(CAGR)

ANET

+47.73%

Winner

APP

+49.58%

10Y(CAGR)

ANET

+41.90%

APP

N/A

Max(CAGR)

ANET

+37.30%

Winner

APP

+51.81%

ANET vs APP - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	ANET	APP
2026	+15.42%	-9.88%
2025	+17.21%	+97.15%
2024	+90.93%	+735.04%
2023	+94.78%	+271.39%
2022	-14.69%	-88.84%
2021	+103.07%	+44.57%
2020	+41.94%	N/A
2019	-3.40%	N/A
2018	-8.80%	N/A
2017	+142.71%	N/A
2016	+25.03%	N/A
2015	+24.19%	N/A
2014	+10.47%	N/A

ANET vs APP Drawdown Comparison

The maximum drawdown for ANET was -52.20%, occurring on Mar 16, 2020. Recovery took 528 trading sessions.

The maximum drawdown for APP was -91.90%, occurring on Dec 27, 2022. Recovery took 713 trading sessions.

The current ANET drawdown is -13.24%. The current APP drawdown is -24.05%.

Rank	ANET	APP
#1	-52.20% Apr 16, 2019 - May 20, 2021	-91.90% Nov 11, 2021 - Sep 16, 2024
#2	-50.42% Jan 22, 2025 - Aug 6, 2025	-57.00% Feb 14, 2025 - Sep 8, 2025
#3	-43.20% Sep 29, 2014 - Nov 21, 2016	-49.99% Dec 22, 2025 - Feb 12, 2026
#4	-38.78% Aug 24, 2018 - Mar 21, 2019	-36.66% Jun 17, 2021 - Oct 14, 2021
#5	-38.42% Dec 27, 2021 - Mar 8, 2023	-27.59% Sep 30, 2025 - Dec 9, 2025
#6	-28.33% Oct 29, 2025 - Apr 17, 2026	-23.51% Apr 15, 2021 - May 20, 2021
#7	-23.24% Apr 22, 2026 - May 11, 2026	-22.02% Dec 6, 2024 - Feb 13, 2025
#8	-22.71% Feb 15, 2018 - Aug 24, 2018	-9.31% Dec 9, 2025 - Dec 22, 2025
#9	-21.64% Mar 23, 2023 - May 26, 2023	-7.62% Oct 29, 2024 - Nov 7, 2024
#10	-19.89% Mar 22, 2024 - May 10, 2024	-7.57% Nov 9, 2021 - Nov 11, 2021
#11	-17.25% Jul 3, 2014 - Aug 21, 2014	-7.33% May 28, 2021 - Jun 4, 2021
#12	-16.08% Jul 8, 2024 - Sep 19, 2024	-4.12% Nov 22, 2024 - Nov 29, 2024
#13	-14.68% May 30, 2023 - Jul 19, 2023	-2.85% Oct 21, 2021 - Oct 28, 2021
#14	-14.28% Jul 19, 2023 - Aug 1, 2023	-2.72% Oct 11, 2024 - Oct 21, 2024
#15	-14.05% Nov 7, 2024 - Dec 6, 2024	-2.44% Oct 19, 2021 - Oct 21, 2021