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Side-by-side financial comparison of Arista Networks (ANET) and Williams-Sonoma, Inc. (WSM). Click either name above to swap in a different company.
Arista Networks is the larger business by last-quarter revenue ($2.5B vs $1.9B, roughly 1.3× Williams-Sonoma, Inc.). Arista Networks runs the higher net margin — 38.4% vs 12.8%, a 25.6% gap on every dollar of revenue. On growth, Arista Networks posted the faster year-over-year revenue change (28.9% vs 4.6%). Over the past eight quarters, Arista Networks's revenue compounded faster (25.8% CAGR vs -9.1%).
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...
Williams Sonoma is an American retailer of cookware, appliances, and home furnishings. It is owned by Williams-Sonoma, Inc., and was founded by Charles E. (Chuck) Williams in 1956.
ANET vs WSM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.5B | $1.9B |
| Net Profit | $955.8M | $241.6M |
| Gross Margin | 62.9% | 46.1% |
| Operating Margin | 41.5% | 17.0% |
| Net Margin | 38.4% | 12.8% |
| Revenue YoY | 28.9% | 4.6% |
| Net Profit YoY | 19.3% | -3.0% |
| EPS (diluted) | $0.74 | $1.96 |
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 | $1.9B | ||
| Q3 25 | $2.3B | $1.8B | ||
| Q2 25 | $2.2B | $1.7B | ||
| Q1 25 | $2.0B | $2.5B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.7B | $1.7B | ||
| Q1 24 | $1.6B | $2.3B |
| Q4 25 | $955.8M | $241.6M | ||
| Q3 25 | $853.0M | $247.6M | ||
| Q2 25 | $888.8M | $231.3M | ||
| Q1 25 | $813.8M | $384.9M | ||
| Q4 24 | $801.0M | $249.0M | ||
| Q3 24 | $747.9M | $225.7M | ||
| Q2 24 | $665.4M | $265.7M | ||
| Q1 24 | $637.7M | $354.4M |
| Q4 25 | 62.9% | 46.1% | ||
| Q3 25 | 64.6% | 47.1% | ||
| Q2 25 | 65.2% | 44.3% | ||
| Q1 25 | 63.7% | 45.2% | ||
| Q4 24 | 63.8% | 46.7% | ||
| Q3 24 | 64.2% | 46.2% | ||
| Q2 24 | 64.9% | 48.3% | ||
| Q1 24 | 63.7% | 46.0% |
| Q4 25 | 41.5% | 17.0% | ||
| Q3 25 | 42.4% | 17.9% | ||
| Q2 25 | 44.7% | 16.8% | ||
| Q1 25 | 42.8% | 20.1% | ||
| Q4 24 | 41.4% | 17.8% | ||
| Q3 24 | 43.4% | 16.2% | ||
| Q2 24 | 41.4% | 19.5% | ||
| Q1 24 | 42.0% | 20.1% |
| Q4 25 | 38.4% | 12.8% | ||
| Q3 25 | 37.0% | 13.5% | ||
| Q2 25 | 40.3% | 13.4% | ||
| Q1 25 | 40.6% | 15.6% | ||
| Q4 24 | 41.5% | 13.8% | ||
| Q3 24 | 41.3% | 12.6% | ||
| Q2 24 | 39.4% | 16.0% | ||
| Q1 24 | 40.6% | 15.6% |
| Q4 25 | $0.74 | $1.96 | ||
| Q3 25 | $0.67 | $2.00 | ||
| Q2 25 | $0.70 | $1.85 | ||
| Q1 25 | $0.64 | $1.02 | ||
| Q4 24 | $-4.17 | $1.96 | ||
| Q3 24 | $2.33 | $1.74 | ||
| Q2 24 | $2.08 | $4.07 | ||
| Q1 24 | $1.99 | $5.42 |
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 | $884.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $12.4B | $2.1B |
| Total Assets | $19.4B | $5.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $884.7M | ||
| Q3 25 | $2.3B | $985.8M | ||
| Q2 25 | $2.2B | $1.0B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $2.8B | $826.8M | ||
| Q3 24 | $3.2B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.1B | $1.3B |
| Q4 25 | $12.4B | $2.1B | ||
| Q3 25 | $11.9B | $2.1B | ||
| Q2 25 | $10.9B | $2.2B | ||
| Q1 25 | $10.1B | $2.1B | ||
| Q4 24 | $10.0B | $1.9B | ||
| Q3 24 | $9.2B | $2.3B | ||
| Q2 24 | $8.4B | $2.2B | ||
| Q1 24 | $7.9B | $2.1B |
| Q4 25 | $19.4B | $5.3B | ||
| Q3 25 | $18.0B | $5.2B | ||
| Q2 25 | $16.5B | $5.2B | ||
| Q1 25 | $14.5B | $5.3B | ||
| Q4 24 | $14.0B | $5.0B | ||
| Q3 24 | $12.8B | $5.2B | ||
| Q2 24 | $11.6B | $5.2B | ||
| Q1 24 | $10.6B | $5.3B |
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 | $316.3M |
| Free Cash FlowOCF − Capex | — | $248.1M |
| FCF MarginFCF / Revenue | — | 13.2% |
| Capex IntensityCapex / Revenue | — | 3.6% |
| Cash ConversionOCF / Net Profit | 1.32× | 1.31× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $316.3M | ||
| Q3 25 | $1.3B | $282.7M | ||
| Q2 25 | $1.2B | $118.9M | ||
| Q1 25 | $641.7M | $633.5M | ||
| Q4 24 | $1.0B | $253.5M | ||
| Q3 24 | $1.2B | $246.5M | ||
| Q2 24 | $989.0M | $226.8M | ||
| Q1 24 | $513.8M | $674.9M |
| Q4 25 | — | $248.1M | ||
| Q3 25 | $1.2B | $230.7M | ||
| Q2 25 | $1.2B | $60.7M | ||
| Q1 25 | $613.3M | $566.3M | ||
| Q4 24 | — | $170.1M | ||
| Q3 24 | $1.2B | $215.1M | ||
| Q2 24 | $985.9M | $187.3M | ||
| Q1 24 | $504.4M | $621.2M |
| Q4 25 | — | 13.2% | ||
| Q3 25 | 53.6% | 12.6% | ||
| Q2 25 | 53.3% | 3.5% | ||
| Q1 25 | 30.6% | 23.0% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | 64.5% | 12.0% | ||
| Q2 24 | 58.3% | 11.3% | ||
| Q1 24 | 32.1% | 27.3% |
| Q4 25 | — | 3.6% | ||
| Q3 25 | 1.3% | 2.8% | ||
| Q2 25 | 1.1% | 3.4% | ||
| Q1 25 | 1.4% | 2.7% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | 0.4% | 1.8% | ||
| Q2 24 | 0.2% | 2.4% | ||
| Q1 24 | 0.6% | 2.4% |
| Q4 25 | 1.32× | 1.31× | ||
| Q3 25 | 1.49× | 1.14× | ||
| Q2 25 | 1.35× | 0.51× | ||
| Q1 25 | 0.79× | 1.65× | ||
| Q4 24 | 1.29× | 1.02× | ||
| Q3 24 | 1.57× | 1.09× | ||
| Q2 24 | 1.49× | 0.85× | ||
| Q1 24 | 0.81× | 1.90× |
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% |
WSM
Segment breakdown not available.
