AudioCodes (AUDC) Competitors

AudioCodes (NASDAQ:AUDC) and Arista Networks (NYSE:ANET) are both computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, earnings, media sentiment, analyst recommendations, institutional ownership, profitability, valuation and risk.

Do insiders and institutionals hold more shares of AUDC or ANET?

68.1% of AudioCodes shares are held by institutional investors. Comparatively, 82.5% of Arista Networks shares are held by institutional investors. 48.8% of AudioCodes shares are held by company insiders. Comparatively, 3.5% of Arista Networks shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Is AUDC or ANET more profitable?

Arista Networks has a net margin of 40.72% compared to AudioCodes' net margin of 7.11%. Arista Networks' return on equity of 30.48% beat AudioCodes' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
AudioCodes	7.11%	10.22%	5.82%
Arista Networks	40.72%	30.48%	21.72%

Does the media prefer AUDC or ANET?

In the previous week, Arista Networks had 42 more articles in the media than AudioCodes. MarketBeat recorded 47 mentions for Arista Networks and 5 mentions for AudioCodes. Arista Networks' average media sentiment score of 1.20 beat AudioCodes' score of 0.39 indicating that Arista Networks is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
AudioCodes	0 Very Positive mention(s)	1 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
Arista Networks	32 Very Positive mention(s)	3 Positive mention(s)	10 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more risk and volatility, AUDC or ANET?

AudioCodes has a beta of 0.89, suggesting that its stock price is 11% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.4, suggesting that its stock price is 40% more volatile than the S&P 500.

Do analysts rate AUDC or ANET?

AudioCodes presently has a consensus price target of $11.25, suggesting a potential upside of 21.10%. Arista Networks has a consensus price target of $110.07, suggesting a potential upside of 1.25%. Given AudioCodes' higher probable upside, equities research analysts clearly believe AudioCodes is more favorable than Arista Networks.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AudioCodes	1 Sell rating(s)	0 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.00
Arista Networks	0 Sell rating(s)	6 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.70

Which has higher valuation and earnings, AUDC or ANET?

Arista Networks has higher revenue and earnings than AudioCodes. AudioCodes is trading at a lower price-to-earnings ratio than Arista Networks, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
AudioCodes	$242.18M	1.14	$15.31M	$0.56	16.59
Arista Networks	$7.00B	19.50	$2.85B	$2.36	46.06

Summary

Arista Networks beats AudioCodes on 14 of the 16 factors compared between the two stocks.