Both in Networking Equipment

Extreme Networks vs Arista Networks

Over the past year EXTR returned +20.4% and ANET returned +7.2%; their daily moves had a correlation of 0.40.

EXTR +20.4% ANET +7.2%Growth of $1, one year, split-adjusted
MetricEXTRANET
Price$22.61$168.86
Market cap$2.97B$212.97B
Today−4.15%−8.34%
1 month+2.9%−17.4%
6 months+1.4%−2.2%
Year to date+35.8%+28.9%
1 year+25.5%+4.2%
Revenue growth (YoY)+9.9%+37.7%
Gross margin62.1%62.9%
Net margin4.7%40.0%
P/E (TTM)56.5×52.7×
Price / sales2.3×20.2×
Net cash$44.5M$13.34B
Dividend yield——
Volatility (60d)37.1%49.4%
Short % of float4.6%1.2%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).