ANET vs. IBM, HPQ, CSCO, PANW, KLAC, DELL, ABNB, ADI, SNPS, and CRWD
Should you be buying Arista Networks stock or one of its competitors? The main competitors of Arista Networks include International Business Machines (IBM), HP (HPQ), Cisco Systems (CSCO), Palo Alto Networks (PANW), KLA (KLAC), Dell Technologies (DELL), Airbnb (ABNB), Analog Devices (ADI), Synopsys (SNPS), and CrowdStrike (CRWD). These companies are all part of the "computer and technology" sector.
Arista Networks (NYSE:ANET) and International Business Machines (NYSE:IBM) are both large-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their risk, analyst recommendations, community ranking, institutional ownership, media sentiment, valuation, dividends, earnings and profitability.
Arista Networks received 181 more outperform votes than International Business Machines when rated by MarketBeat users. Likewise, 74.58% of users gave Arista Networks an outperform vote while only 58.70% of users gave International Business Machines an outperform vote.
Arista Networks has a net margin of 37.64% compared to International Business Machines' net margin of 13.18%. International Business Machines' return on equity of 40.21% beat Arista Networks' return on equity.
International Business Machines has higher revenue and earnings than Arista Networks. International Business Machines is trading at a lower price-to-earnings ratio than Arista Networks, indicating that it is currently the more affordable of the two stocks.
82.5% of Arista Networks shares are owned by institutional investors. Comparatively, 59.0% of International Business Machines shares are owned by institutional investors. 3.5% of Arista Networks shares are owned by company insiders. Comparatively, 0.1% of International Business Machines shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
In the previous week, International Business Machines had 8 more articles in the media than Arista Networks. MarketBeat recorded 43 mentions for International Business Machines and 35 mentions for Arista Networks. Arista Networks' average media sentiment score of 0.75 beat International Business Machines' score of 0.51 indicating that Arista Networks is being referred to more favorably in the media.
Arista Networks currently has a consensus target price of $295.22, indicating a potential downside of 2.90%. International Business Machines has a consensus target price of $181.29, indicating a potential upside of 5.69%. Given International Business Machines' higher possible upside, analysts plainly believe International Business Machines is more favorable than Arista Networks.
Arista Networks has a beta of 1.13, suggesting that its share price is 13% more volatile than the S&P 500. Comparatively, International Business Machines has a beta of 0.74, suggesting that its share price is 26% less volatile than the S&P 500.
Summary
Arista Networks beats International Business Machines on 12 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding ANET and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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