ANET vs JNPR Stock Comparison: AI Score, Valuation, Performance and Upside
Arista Networks and Juniper Networks both sell networking equipment, but Arista has become a primary beneficiary of AI cluster interconnect spending among cloud titans, while Juniper serves a more diversified base of enterprise, service provider, and cloud customers with a differentiated AI-driven network management software layer.
Arista offers more concentrated, higher-growth exposure to AI data center networking spending, with corresponding customer concentration risk, while Juniper offers a more diversified networking business with a differentiated AI management software angle but a slower overall growth profile. Consider whether you prefer Arista's AI cluster networking growth or Juniper's more diversified, moderate-growth position.
ANET holds the edge across 4 of 5 key metrics in this comparison. ANET has delivered stronger 1-year price return (+41.05% vs +11.22%), though JNPR has the better forward P/E setup (20.18x vs 37.87x for ANET). ANET leads on both revenue growth (37.70%) and operating margin (45.39%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for ANET (+23.77%) than for JNPR (+0.13%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want concentrated exposure to AI data center cluster networking spending among cloud titans
- Believe high-performance networking will remain a critical bottleneck as AI clusters scale
- Are comfortable with revenue concentration risk tied to a small number of large hyperscaler customers
- Value Arista's software-defined networking approach and high gross margins
- Prefer a more diversified networking business across enterprise, service provider, and cloud customers
- Value Mist AI's differentiated, AI-driven approach to enterprise network management
- Are comfortable with a slower growth profile in exchange for lower customer concentration risk
- Want networking exposure without Arista's premium valuation tied to AI cluster growth expectations
| Metric | ANET | JNPR |
|---|---|---|
| AI scorei | 75.0 | 36.2 |
| AI ranki | #20 | #1511 |
| Latest closei | $193.78 | $39.95 |
| 1M returni | -1.79% | +11.19% |
| 6M returni | +39.01% | +7.33% |
| 1Y returni | +41.05% | +11.22% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ANET | JNPR |
|---|---|---|
| 1Y ago | $13.73K (+37.3%) started 2025-09-04 | $11.39K (+13.9%) started 2024-07-03 |
| 5Y ago | $86.25K (+762.5%) started 2021-09-07 | $22.78K (+127.8%) started 2020-07-06 |
| 10Y ago | $381.88K (+3718.8%) started 2016-09-06 | $26.14K (+161.4%) started 2015-07-06 |
Hypothetical — past performance does not guarantee future results.
| Metric | ANET | JNPR |
|---|---|---|
| Market capi | $246.42B | $13.36B |
| Trailing P/Ei | 61.63 | 38.05 |
| Forward P/Ei | 37.87 | 20.18 |
| Price/Salesi | 16.42 | N/A |
| EV/Revenuei | 22.11 | 2.64 |
| Analyst targeti | $241.82 | $40.00 |
| Target upsidei | +23.77% | +0.13% |
| Metric | ANET | JNPR |
|---|---|---|
| Revenue growthi | 37.70% | 11.40% |
| Earnings growthi | 35.70% | N/A |
| EPS growthi | +35.70% | N/A |
| FCF margini | +36.92% | +14.09% |
| Operating margini | 45.39% | 8.56% |
| Profit margini | 38.37% | 6.78% |
| ROIC proxyi | 31.48% | 7.58% |
| Return on equityi | 31.48% | 7.58% |
| Dividend yieldi | N/A | 2.20% |
| Betai | 1.61 | 0.77 |
| Debt/equityi | 0.73 | 40.66 |
| Current ratioi | 2.96 | 1.49 |
| Quick ratioi | 2.29 | 0.99 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | ANET | JNPR |
|---|---|---|---|
| 1Y | Growthi | +37.27% | +11.89% |
| CAGRi | +37.33% | +11.92% | |
| Volatilityi | 54.65% | 16.59% | |
| Sharpe ratioi | 0.77 | 0.50 | |
| Sortino ratioi | 1.11 | 0.73 | |
| Max drawdowni | 28.33% | 12.54% | |
| Current drawdowni | 7.94% | 0.00% | |
| Avg drawdowni | 11.66% | 4.28% | |
| Ulcer Indexi | 13.92% | 5.67% | |
| Max daily dropi | 13.61% | 6.08% | |
| Max wkly dropi | 20.97% | 11.78% | |
| 5Y | Growthi | +762.54% | +97.79% |
| CAGRi | +53.97% | +14.65% | |
| Volatilityi | 48.68% | 25.66% | |
| Sharpe ratioi | 1.04 | 0.48 | |
| Sortino ratioi | 1.56 | 0.76 | |
| Max drawdowni | 50.42% | 30.88% | |
| Current drawdowni | 7.94% | 0.00% | |
| Avg drawdowni | 11.55% | 10.09% | |
| Ulcer Indexi | 15.67% | 13.10% | |
| Max daily dropi | 22.35% | 7.46% | |
| Max wkly dropi | 20.97% | 12.60% | |
| 10Y | Growthi | +3718.80% | +98.22% |
| CAGRi | +43.97% | +7.09% | |
| Volatilityi | 45.51% | 27.15% | |
| Sharpe ratioi | 0.93 | 0.22 | |
| Sortino ratioi | 1.36 | 0.32 | |
| Max drawdowni | 52.20% | 41.02% | |
| Current drawdowni | 7.94% | 0.00% | |
| Avg drawdowni | 13.47% | 13.16% | |
| Ulcer Indexi | 18.29% | 15.64% | |
| Max daily dropi | 24.23% | 15.37% | |
| Max wkly dropi | 24.17% | 13.26% |
| Category | ANET | JNPR |
|---|---|---|
| Company | Arista Networks, Inc. | Juniper Networks, Inc. |
| Sector | Technology | Technology |
| Industry | Computer Hardware | N/A |
| Core business | Designs high-performance networking switches and software used in cloud data centers and increasingly for AI cluster interconnect, serving large cloud titans and enterprise customers. | Provides networking equipment including routers, switches, and AI-driven network management software (Mist AI) for enterprise, service provider, and cloud customers. |
| Investor focus | AI-cluster networking revenue growth, cloud titan customer concentration (a small number of hyperscaler customers drive a large share of revenue), and gross margin trends. | AI-driven networking software (Mist AI) adoption, enterprise and service provider routing/switching demand, and margin trends amid ongoing corporate development activity. |
- Strong position supplying high-performance switches for AI data center clusters where network speed is critical
- Deep relationships with major cloud titans that are investing heavily in AI infrastructure buildouts
- High gross margins and a software-defined networking approach that differentiates it from legacy hardware vendors
- Mist AI network management software provides a differentiated, AI-driven approach to enterprise network operations
- Diversified customer base across enterprise, service provider, and cloud segments reduces concentration risk
- Established routing technology expertise serving large telecom and service provider customers
- Revenue concentration among a small number of very large cloud customers creates lumpiness risk
- Competition from both legacy networking vendors and cloud titans developing their own in-house networking silicon
- Valuation has historically priced in continued strong AI-driven networking growth, leaving less room for disappointment
- Smaller scale and slower growth profile than Arista in the fastest-growing AI cluster networking segment
- Service provider networking spending can be lumpy and subject to telecom capital expenditure cycles
- Faces intense competition from larger networking vendors with greater scale and R&D budgets
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