Arista Networks vs Ericsson LM Telephone
Ericsson LM Telephone is the larger business, with $24.21bn of revenue in fiscal 2025 against $9.01bn for Arista Networks (2.7 times as much). Arista Networks grew faster (28.6% against 3.2%). Arista Networks kept more of each dollar of sales as profit: a net margin of 39.0% against 12.0%. Arista Networks carries less debt relative to equity (0.0% against 30.3%).
| Latest fiscal year | Arista NetworksANET, 2025 | Ericsson LM TelephoneERIC, 2025 |
|---|---|---|
| Revenue | $9.01bn | $24.21bn |
| Revenue growth | 28.6% | 3.2% |
| Net income | $3.51bn | $2.91bn |
| Operating margin | 42.8% | 16.3% |
| Net margin | 39.0% | 12.0% |
| Return on equity | 31.4% | 28.5% |
| Free cash flow | $4.25bn | $3.10bn |
| Cash | $1.96bn | $4.76bn |
| Total debt | $0 | $3.60bn |
| Debt to equity | 0.0% | 30.3% |
| Dividend per share | — | — |
| Dividend yield | — | 2.6% |
| Share buybacks | $1.60bn | — |
| Employees | 5,115 | — |
| Market value | $207.01bn | $37.35bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 80 (Strong) | — |
| Insider trades, 12 months | 0 buys, 538 sales | 0 buys, 0 sales |