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Side-by-side financial comparison of Arista Networks (ANET) and Molson Coors Beverage Company (TAP). Click either name above to swap in a different company.
Molson Coors Beverage Company is the larger business by last-quarter revenue ($3.1B vs $2.5B, roughly 1.3× Arista Networks). Arista Networks runs the higher net margin — 38.4% vs 7.6%, a 30.8% gap on every dollar of revenue. On growth, Arista Networks posted the faster year-over-year revenue change (28.9% vs -3.6%). Over the past eight quarters, Arista Networks's revenue compounded faster (25.8% CAGR vs 1.2%).
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...
Molson Coors Beverage Company is a Canadian-American multinational drink and brewing company headquartered in Chicago, Illinois and Montreal, Quebec.
ANET vs TAP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.5B | $3.1B |
| Net Profit | $955.8M | $238.3M |
| Gross Margin | 62.9% | 31.0% |
| Operating Margin | 41.5% | 10.4% |
| Net Margin | 38.4% | 7.6% |
| Revenue YoY | 28.9% | -3.6% |
| Net Profit YoY | 19.3% | -17.2% |
| EPS (diluted) | $0.74 | $1.32 |
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 | $3.1B | ||
| Q3 25 | $2.3B | $3.5B | ||
| Q2 25 | $2.2B | $3.7B | ||
| Q1 25 | $2.0B | $2.7B | ||
| Q4 24 | $1.9B | $3.2B | ||
| Q3 24 | $1.8B | $3.6B | ||
| Q2 24 | $1.7B | $3.8B | ||
| Q1 24 | $1.6B | $3.0B |
| Q4 25 | $955.8M | $238.3M | ||
| Q3 25 | $853.0M | $-2.9B | ||
| Q2 25 | $888.8M | $428.7M | ||
| Q1 25 | $813.8M | $121.0M | ||
| Q4 24 | $801.0M | $287.8M | ||
| Q3 24 | $747.9M | $199.8M | ||
| Q2 24 | $665.4M | $427.0M | ||
| Q1 24 | $637.7M | $207.8M |
| Q4 25 | 62.9% | 31.0% | ||
| Q3 25 | 64.6% | 33.7% | ||
| Q2 25 | 65.2% | 34.3% | ||
| Q1 25 | 63.7% | 31.6% | ||
| Q4 24 | 63.8% | 32.0% | ||
| Q3 24 | 64.2% | 33.4% | ||
| Q2 24 | 64.9% | 34.6% | ||
| Q1 24 | 63.7% | 31.6% |
| Q4 25 | 41.5% | 10.4% | ||
| Q3 25 | 42.4% | -98.5% | ||
| Q2 25 | 44.7% | 15.6% | ||
| Q1 25 | 42.8% | 6.9% | ||
| Q4 24 | 41.4% | 12.0% | ||
| Q3 24 | 43.4% | 12.5% | ||
| Q2 24 | 41.4% | 15.6% | ||
| Q1 24 | 42.0% | 10.3% |
| Q4 25 | 38.4% | 7.6% | ||
| Q3 25 | 37.0% | -84.0% | ||
| Q2 25 | 40.3% | 11.5% | ||
| Q1 25 | 40.6% | 4.5% | ||
| Q4 24 | 41.5% | 8.9% | ||
| Q3 24 | 41.3% | 5.5% | ||
| Q2 24 | 39.4% | 11.1% | ||
| Q1 24 | 40.6% | 6.8% |
| Q4 25 | $0.74 | $1.32 | ||
| Q3 25 | $0.67 | $-14.79 | ||
| Q2 25 | $0.70 | $2.13 | ||
| Q1 25 | $0.64 | $0.59 | ||
| Q4 24 | $-4.17 | $1.39 | ||
| Q3 24 | $2.33 | $0.96 | ||
| Q2 24 | $2.08 | $2.03 | ||
| Q1 24 | $1.99 | $0.97 |
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 | $896.5M |
| Total DebtLower is stronger | — | $6.3B |
| Stockholders' EquityBook value | $12.4B | $10.2B |
| Total Assets | $19.4B | $22.7B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $896.5M | ||
| Q3 25 | $2.3B | $950.2M | ||
| Q2 25 | $2.2B | $613.8M | ||
| Q1 25 | $1.8B | $412.7M | ||
| Q4 24 | $2.8B | $969.3M | ||
| Q3 24 | $3.2B | $1.0B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.1B | $458.4M |
| Q4 25 | — | $6.3B | ||
| Q3 25 | — | $6.3B | ||
| Q2 25 | — | $6.3B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.2B | ||
| Q2 24 | — | $7.0B | ||
| Q1 24 | — | $6.2B |
| Q4 25 | $12.4B | $10.2B | ||
| Q3 25 | $11.9B | $10.3B | ||
| Q2 25 | $10.9B | $13.4B | ||
| Q1 25 | $10.1B | $13.1B | ||
| Q4 24 | $10.0B | $13.1B | ||
| Q3 24 | $9.2B | $13.3B | ||
| Q2 24 | $8.4B | $13.2B | ||
| Q1 24 | $7.9B | $13.1B |
| Q4 25 | $19.4B | $22.7B | ||
| Q3 25 | $18.0B | $22.9B | ||
| Q2 25 | $16.5B | $26.8B | ||
| Q1 25 | $14.5B | $25.9B | ||
| Q4 24 | $14.0B | $26.1B | ||
| Q3 24 | $12.8B | $26.6B | ||
| Q2 24 | $11.6B | $27.4B | ||
| Q1 24 | $10.6B | $26.1B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.47× |
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 | $540.7M |
| Free Cash FlowOCF − Capex | — | $357.8M |
| FCF MarginFCF / Revenue | — | 11.4% |
| Capex IntensityCapex / Revenue | — | 5.9% |
| Cash ConversionOCF / Net Profit | 1.32× | 2.27× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $540.7M | ||
| Q3 25 | $1.3B | $616.1M | ||
| Q2 25 | $1.2B | $718.3M | ||
| Q1 25 | $641.7M | $-90.7M | ||
| Q4 24 | $1.0B | $494.5M | ||
| Q3 24 | $1.2B | $521.2M | ||
| Q2 24 | $989.0M | $869.2M | ||
| Q1 24 | $513.8M | $25.4M |
| Q4 25 | — | $357.8M | ||
| Q3 25 | $1.2B | $483.0M | ||
| Q2 25 | $1.2B | $555.0M | ||
| Q1 25 | $613.3M | $-328.0M | ||
| Q4 24 | — | $383.4M | ||
| Q3 24 | $1.2B | $350.4M | ||
| Q2 24 | $985.9M | $691.7M | ||
| Q1 24 | $504.4M | $-189.3M |
| Q4 25 | — | 11.4% | ||
| Q3 25 | 53.6% | 13.9% | ||
| Q2 25 | 53.3% | 14.8% | ||
| Q1 25 | 30.6% | -12.2% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | 64.5% | 9.7% | ||
| Q2 24 | 58.3% | 18.0% | ||
| Q1 24 | 32.1% | -6.2% |
| Q4 25 | — | 5.9% | ||
| Q3 25 | 1.3% | 3.8% | ||
| Q2 25 | 1.1% | 4.4% | ||
| Q1 25 | 1.4% | 8.8% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | 0.4% | 4.7% | ||
| Q2 24 | 0.2% | 4.6% | ||
| Q1 24 | 0.6% | 7.0% |
| Q4 25 | 1.32× | 2.27× | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.35× | 1.68× | ||
| Q1 25 | 0.79× | -0.75× | ||
| Q4 24 | 1.29× | 1.72× | ||
| Q3 24 | 1.57× | 2.61× | ||
| Q2 24 | 1.49× | 2.04× | ||
| Q1 24 | 0.81× | 0.12× |
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% |
TAP
Segment breakdown not available.
