Arista Networks (NYSE:ANET) versus Tuya (NYSE:TUYA) Head to Head Comparison
Arista Networks and Tuya both operate in the broader technology sphere, but they serve very different corners of the market—one focused on high-performance cloud networking, the other on Internet of Things (IoT) platforms. Here’s a concise, investor-focused comparison across sentiment, valuation, risk, ownership, and profitability to see how they stack up.
Analyst sentiment and price targets
Recent coverage tilts more bullish for Arista than for Tuya, reflecting Arista’s larger scale and entrenched position in data center and campus networking. That said, Tuya’s consensus target implies a larger potential percentage move.
- Tuya: mix of hold and buy ratings; consensus target price around $3.61, implying roughly 60.8% upside from the reference point cited.
- Arista Networks: predominantly buy ratings with several holds; consensus target price near $164.31, implying about 31.6% potential upside.
Scale, earnings, and valuation
Arista materially outpaces Tuya on revenue and earnings, while Tuya screens as cheaper on a price-to-earnings basis from the figures provided.
- Tuya
- Revenue: approximately $319.36 million
- Price-to-sales: 3.81
- Net income: roughly $5.00 million
- EPS: about $0.08
- P/E: 28.06
- Arista Networks
- Revenue: around $7.00 billion
- Price-to-sales: 22.45
- Net income: about $2.85 billion
- EPS: roughly $2.63
- P/E: 47.46
Bottom line: Arista’s top line and profitability are far larger, but Tuya’s multiple is lower on the earnings metric cited.
Volatility and risk
Beta figures suggest Tuya’s stock has been less volatile relative to the broader market, while Arista has been more volatile.
- Tuya beta: 0.45 (less volatile than the S&P 500)
- Arista Networks beta: 1.41 (more volatile than the S&P 500)
Ownership profile
Institutional participation is a quick proxy for how deeply large investors are involved. Arista shows markedly stronger institutional ownership.
- Tuya: 11.5% institutional ownership; 2.1% insider ownership
- Arista Networks: 82.5% institutional ownership; 3.4% insider ownership
Profitability snapshot
On the profitability front, Arista leads decisively across margins and returns.
- Tuya
- Net margin: 15.14%
- Return on equity (ROE): 4.84%
- Return on assets (ROA): 4.35%
- Arista Networks
- Net margin: 39.73%
- Return on equity (ROE): 30.28%
- Return on assets (ROA): 20.58%
What each company does
Tuya
Tuya Inc. builds and operates an IoT cloud development platform used by device makers, brands, and developers to create, launch, and manage smart devices and services. Its offerings span platform-as-a-service tools, industry-focused SaaS for device deployment and management, and value-added cloud features such as storage. Tuya also provides a private cloud solution (Cube Smart Private Cloud) for enterprises seeking autonomous, controllable IoT environments. The company supports use cases across smart home, commercial buildings, renewable energy, education, agriculture, outdoor, sports, and entertainment. Tuya was founded in 2014 and is headquartered in Hangzhou, China.
Arista Networks
Arista Networks develops data-driven networking solutions for cloud data centers, campuses, and routing environments across the Americas, EMEA, and APAC. Its portfolio is built around the Extensible Operating System (EOS), a state-sharing network OS paired with applications for automation, analytics, monitoring, and security. Arista’s lineup includes high-performance Ethernet switching—including platforms tuned for AI workloads—along with core and edge routing, data center interconnect, multi-cloud, and WAN use cases. The company augments hardware with value-add software and robust support services. Arista serves internet companies, service providers, financial institutions, government, media and entertainment, and telecom operators. Founded in 2004 and headquartered in Santa Clara, California, the company was formerly known as Arastra before adopting the Arista Networks name in 2008.
Takeaway
Arista dominates on scale, profitability, and institutional support, and enjoys a stronger buy-leaning analyst profile. Tuya, however, presents a lower P/E on the provided figures and a higher percentage upside based on the cited consensus target. For investors weighing growth, stability, and market positioning, Arista stands out on fundamentals, while Tuya may appeal to those seeking exposure to IoT platforms with potentially greater upside volatility.
