Pegasystems (PEGA) Competitors

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

Is PEGA or ANET more profitable?

Arista Networks has a net margin of 40.72% compared to Pegasystems' net margin of 11.98%. Pegasystems' return on equity of 44.72% beat Arista Networks' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Pegasystems	11.98%	44.72%	15.17%
Arista Networks	40.72%	30.48%	21.72%

Do analysts recommend PEGA or ANET?

Pegasystems currently has a consensus target price of $54.55, indicating a potential upside of 9.13%. Arista Networks has a consensus target price of $110.07, indicating a potential upside of 2.39%. Given Pegasystems' stronger consensus rating and higher possible upside, equities analysts plainly believe Pegasystems is more favorable than Arista Networks.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Pegasystems	0 Sell rating(s)	3 Hold rating(s)	9 Buy rating(s)	0 Strong Buy rating(s)	2.75
Arista Networks	0 Sell rating(s)	6 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.70

Does the media refer more to PEGA or ANET?

In the previous week, Arista Networks had 39 more articles in the media than Pegasystems. MarketBeat recorded 52 mentions for Arista Networks and 13 mentions for Pegasystems. Arista Networks' average media sentiment score of 1.27 beat Pegasystems' score of 0.54 indicating that Arista Networks is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Pegasystems	4 Very Positive mention(s)	2 Positive mention(s)	3 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Arista Networks	37 Very Positive mention(s)	5 Positive mention(s)	9 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more risk & volatility, PEGA or ANET?

Pegasystems has a beta of 1.13, suggesting that its stock price is 13% more 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.

Which has stronger earnings & valuation, PEGA or ANET?

Arista Networks has higher revenue and earnings than Pegasystems. Arista Networks is trading at a lower price-to-earnings ratio than Pegasystems, 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
Pegasystems	$1.50B	5.71	$99.19M	$1.03	48.52
Arista Networks	$7.00B	19.28	$2.85B	$2.36	45.55

Do insiders & institutionals believe in PEGA or ANET?

46.9% of Pegasystems shares are held by institutional investors. Comparatively, 82.5% of Arista Networks shares are held by institutional investors. 50.1% of Pegasystems shares are held by insiders. Comparatively, 3.5% of Arista Networks shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Summary

Arista Networks beats Pegasystems on 11 of the 16 factors compared between the two stocks.