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Side-by-side financial comparison of Arista Networks (ANET) and Kenvue (KVUE). Click either name above to swap in a different company.
Kenvue is the larger business by last-quarter revenue ($3.8B vs $2.5B, roughly 1.5× Arista Networks). Arista Networks runs the higher net margin — 38.4% vs 8.7%, a 29.7% gap on every dollar of revenue. On growth, Arista Networks posted the faster year-over-year revenue change (28.9% vs 3.2%). Over the past eight quarters, Arista Networks's revenue compounded faster (25.8% CAGR vs -1.5%).
Arista Networks, Inc. is an American computer networking company headquartered in Santa Clara, California. The company designs and sells multilayer network switches to deliver software-defined networking (SDN) for large datacenter, cloud computing, high-performance computing, and high-frequency trading environments. These products include 10/25/40/50/100/200/400/800 gigabit low-latency cut-through Ethernet switches. Arista's Linux-based network operating system, Extensible Operating System (E...
Kenvue Inc. is an American consumer health company. Formerly the Consumer Healthcare division of Johnson & Johnson, Kenvue owns well-known brands such as Aveeno, Band-Aid, Benadryl, Combantrin, Zyrtec, Johnson's, Listerine, Lactaid, Mylanta, Neutrogena, Trosyd, Calpol, Tylenol, and Visine. Kenvue is incorporated in Delaware and was originally headquartered in the Skillman section of Montgomery Township, New Jersey, before relocating to Summit, New Jersey.
ANET vs KVUE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.5B | $3.8B |
| Net Profit | $955.8M | $330.0M |
| Gross Margin | 62.9% | 56.5% |
| Operating Margin | 41.5% | 14.2% |
| Net Margin | 38.4% | 8.7% |
| Revenue YoY | 28.9% | 3.2% |
| Net Profit YoY | 19.3% | 12.6% |
| EPS (diluted) | $0.74 | $0.16 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.5B | $3.8B | ||
| Q3 25 | $2.3B | $3.8B | ||
| Q2 25 | $2.2B | $3.8B | ||
| Q1 25 | $2.0B | $3.7B | ||
| Q4 24 | $1.9B | $3.7B | ||
| Q3 24 | $1.8B | $3.9B | ||
| Q2 24 | $1.7B | $4.0B | ||
| Q1 24 | $1.6B | $3.9B |
| Q4 25 | $955.8M | $330.0M | ||
| Q3 25 | $853.0M | $398.0M | ||
| Q2 25 | $888.8M | $420.0M | ||
| Q1 25 | $813.8M | $322.0M | ||
| Q4 24 | $801.0M | $293.0M | ||
| Q3 24 | $747.9M | $383.0M | ||
| Q2 24 | $665.4M | $58.0M | ||
| Q1 24 | $637.7M | $296.0M |
| Q4 25 | 62.9% | 56.5% | ||
| Q3 25 | 64.6% | 59.1% | ||
| Q2 25 | 65.2% | 58.9% | ||
| Q1 25 | 63.7% | 58.0% | ||
| Q4 24 | 63.8% | 56.5% | ||
| Q3 24 | 64.2% | 58.5% | ||
| Q2 24 | 64.9% | 59.1% | ||
| Q1 24 | 63.7% | 57.6% |
| Q4 25 | 41.5% | 14.2% | ||
| Q3 25 | 42.4% | 16.7% | ||
| Q2 25 | 44.7% | 18.0% | ||
| Q1 25 | 42.8% | 14.9% | ||
| Q4 24 | 41.4% | 13.2% | ||
| Q3 24 | 43.4% | 16.8% | ||
| Q2 24 | 41.4% | 3.9% | ||
| Q1 24 | 42.0% | 14.1% |
| Q4 25 | 38.4% | 8.7% | ||
| Q3 25 | 37.0% | 10.6% | ||
| Q2 25 | 40.3% | 10.9% | ||
| Q1 25 | 40.6% | 8.6% | ||
| Q4 24 | 41.5% | 8.0% | ||
| Q3 24 | 41.3% | 9.8% | ||
| Q2 24 | 39.4% | 1.5% | ||
| Q1 24 | 40.6% | 7.6% |
| Q4 25 | $0.74 | $0.16 | ||
| Q3 25 | $0.67 | $0.21 | ||
| Q2 25 | $0.70 | $0.22 | ||
| Q1 25 | $0.64 | $0.17 | ||
| Q4 24 | $-4.17 | $0.16 | ||
| Q3 24 | $2.33 | $0.20 | ||
| Q2 24 | $2.08 | $0.03 | ||
| Q1 24 | $1.99 | $0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.0B | $1.1B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $12.4B | $10.8B |
| Total Assets | $19.4B | $27.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $2.3B | $1.1B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $2.8B | $1.1B | ||
| Q3 24 | $3.2B | $1.1B | ||
| Q2 24 | $2.4B | $1.0B | ||
| Q1 24 | $2.1B | $1.2B |
| Q4 25 | $12.4B | $10.8B | ||
| Q3 25 | $11.9B | $10.6B | ||
| Q2 25 | $10.9B | $10.7B | ||
| Q1 25 | $10.1B | $10.1B | ||
| Q4 24 | $10.0B | $9.7B | ||
| Q3 24 | $9.2B | $10.6B | ||
| Q2 24 | $8.4B | $10.2B | ||
| Q1 24 | $7.9B | $10.6B |
| Q4 25 | $19.4B | $27.1B | ||
| Q3 25 | $18.0B | $27.2B | ||
| Q2 25 | $16.5B | $27.1B | ||
| Q1 25 | $14.5B | $26.3B | ||
| Q4 24 | $14.0B | $25.6B | ||
| Q3 24 | $12.8B | $26.9B | ||
| Q2 24 | $11.6B | $26.4B | ||
| Q1 24 | $10.6B | $27.3B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.3B | $854.0M |
| Free Cash FlowOCF − Capex | — | $744.0M |
| FCF MarginFCF / Revenue | — | 19.7% |
| Capex IntensityCapex / Revenue | — | 2.9% |
| Cash ConversionOCF / Net Profit | 1.32× | 2.59× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.7B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $854.0M | ||
| Q3 25 | $1.3B | $294.0M | ||
| Q2 25 | $1.2B | $621.0M | ||
| Q1 25 | $641.7M | $428.0M | ||
| Q4 24 | $1.0B | $793.0M | ||
| Q3 24 | $1.2B | $249.0M | ||
| Q2 24 | $989.0M | $440.0M | ||
| Q1 24 | $513.8M | $287.0M |
| Q4 25 | — | $744.0M | ||
| Q3 25 | $1.2B | $196.0M | ||
| Q2 25 | $1.2B | $533.0M | ||
| Q1 25 | $613.3M | $249.0M | ||
| Q4 24 | — | $661.0M | ||
| Q3 24 | $1.2B | $190.0M | ||
| Q2 24 | $985.9M | $350.0M | ||
| Q1 24 | $504.4M | $134.0M |
| Q4 25 | — | 19.7% | ||
| Q3 25 | 53.6% | 5.2% | ||
| Q2 25 | 53.3% | 13.9% | ||
| Q1 25 | 30.6% | 6.7% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | 64.5% | 4.9% | ||
| Q2 24 | 58.3% | 8.8% | ||
| Q1 24 | 32.1% | 3.4% |
| Q4 25 | — | 2.9% | ||
| Q3 25 | 1.3% | 2.6% | ||
| Q2 25 | 1.1% | 2.3% | ||
| Q1 25 | 1.4% | 4.8% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | 0.4% | 1.5% | ||
| Q2 24 | 0.2% | 2.3% | ||
| Q1 24 | 0.6% | 3.9% |
| Q4 25 | 1.32× | 2.59× | ||
| Q3 25 | 1.49× | 0.74× | ||
| Q2 25 | 1.35× | 1.48× | ||
| Q1 25 | 0.79× | 1.33× | ||
| Q4 24 | 1.29× | 2.71× | ||
| Q3 24 | 1.57× | 0.65× | ||
| Q2 24 | 1.49× | 7.59× | ||
| Q1 24 | 0.81× | 0.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ANET
| Products | $2.1B | 84% |
| Services | $392.1M | 16% |
KVUE
| Self Care | $1.6B | 42% |
| Essential Health | $1.1B | 30% |
| Skin Health And Beauty | $1.0B | 28% |
