Arista Networks vs Motorola Solutions
Motorola Solutions is the larger business, with $11.68bn of revenue in fiscal 2025 against $9.01bn for Arista Networks (1.3 times as much). Arista Networks grew faster (28.6% against 8.0%). Arista Networks kept more of each dollar of sales as profit: a net margin of 39.0% against 18.4%. Arista Networks carries less debt relative to equity (0.0% against 380.2%).
| Latest fiscal year | Arista NetworksANET, 2025 | Motorola SolutionsMSI, 2025 |
|---|---|---|
| Revenue | $9.01bn | $11.68bn |
| Revenue growth | 28.6% | 8.0% |
| Net income | $3.51bn | $2.15bn |
| Operating margin | 42.8% | 25.6% |
| Net margin | 39.0% | 18.4% |
| Return on equity | 31.4% | 104.7% |
| Free cash flow | $4.25bn | $2.57bn |
| Cash | $1.96bn | $1.17bn |
| Total debt | $0 | $9.16bn |
| Debt to equity | 0.0% | 380.2% |
| Dividend per share | — | $4.48 |
| Dividend yield | — | 0.9% |
| Share buybacks | $1.60bn | $1.15bn |
| Employees | 5,115 | 23,000 |
| Market value | $207.01bn | $80.65bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 80 (Strong) | 85 (Strong) |
| Insider trades, 12 months | 0 buys, 538 sales | 0 buys, 79 sales |