Comparative EBITDA Analysis: Arista Networks, Inc. vs Fortinet, Inc.

A Decade of Growth: Arista Networks vs. Fortinet

In the ever-evolving tech landscape, Arista Networks and Fortinet have emerged as formidable players. Over the past decade, Arista Networks has seen its EBITDA grow by an impressive 1,590%, starting from 2014 to 2023. This growth trajectory highlights Arista's strategic prowess in the networking sector. Meanwhile, Fortinet, a leader in cybersecurity, has also demonstrated robust growth, with its EBITDA increasing by approximately 1,700% during the same period.

Key Insights

• Arista Networks: From 2014 to 2023, Arista's EBITDA surged from $138 million to $2.33 billion, reflecting its dominance in cloud networking solutions.
• Fortinet: Fortinet's EBITDA rose from $81 million to $1.47 billion, underscoring its critical role in cybersecurity.

Both companies have capitalized on the digital transformation wave, but Arista's focus on cloud infrastructure has given it a slight edge in recent years.