APP vs ANET

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

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

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

APP vs ANET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

APP

$191B

Winner

ANET

$194B

Max Drawdown

APP

91.90%

Winner

ANET

52.20%

Sharpe Ratio

APP

0.72

Winner

ANET

1.11

5Y Beta

APP

2.25

Winner

ANET

1.79

Industry

APP

Advertising Agencies

ANET

Computer Hardware

P/E Ratio

Winner

APP

48.41

ANET

52.21

Forward P/E

Winner

APP

39.06

ANET

47.39

PEG Ratio

Winner

APP

0.46

ANET

2.28

5Y EPS CAGR

APP

N/A

ANET

39.68%

Debt to Equity

APP

148.68%

Winner

ANET

0.00%

Free Cash Flow Yield

APP

2.32%

Winner

ANET

2.69%

P/S Ratio

APP

32.69

Winner

ANET

20.01

P/B Ratio

APP

85.27

Winner

ANET

14.41

APP vs ANET - Historical Returns

Returns include dividend reinvestment.

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

Winner

APP

+16.54%

ANET

-9.41%

APP

+9.56%

Winner

ANET

+10.62%

APP

-19.47%

Winner

ANET

+19.92%

APP

+34.54%

Winner

ANET

+62.01%

5Y(CAGR)

Winner

APP

+49.58%

ANET

+47.73%

10Y(CAGR)

APP

N/A

ANET

+41.90%

Max(CAGR)

Winner

APP

+51.81%

ANET

+37.30%

APP vs ANET - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

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

APP vs ANET Drawdown Comparison

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

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

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

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