Arista Networks (ANET) Competitors

Arista Networks (NYSE:ANET) and Dell Technologies (NYSE:DELL) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, profitability, community ranking, media sentiment, valuation, institutional ownership, analyst recommendations, risk and dividends.

Does the MarketBeat Community favor ANET or DELL?

Arista Networks received 576 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.52% of users gave Arista Networks an outperform vote while only 60.50% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Arista Networks	Outperform Votes 1328 74.52%	Underperform Votes 454 25.48%
Dell Technologies	Outperform Votes 752 60.50%	Underperform Votes 491 39.50%

Do analysts rate ANET or DELL?

Arista Networks currently has a consensus target price of $108.36, indicating a potential upside of 18.97%. Dell Technologies has a consensus target price of $134.65, indicating a potential upside of 42.38%. Given Dell Technologies' stronger consensus rating and higher possible upside, analysts clearly believe Dell Technologies is more favorable than Arista Networks.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Arista Networks	0 Sell rating(s)	3 Hold rating(s)	12 Buy rating(s)	0 Strong Buy rating(s)	2.80
Dell Technologies	0 Sell rating(s)	3 Hold rating(s)	16 Buy rating(s)	0 Strong Buy rating(s)	2.84

Which has higher earnings and valuation, ANET or DELL?

Dell Technologies has higher revenue and earnings than Arista Networks. Dell Technologies 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
Arista Networks	$7.00B	16.33	$2.85B	$2.22	41.03
Dell Technologies	$95.57B	0.69	$3.21B	$6.22	15.20

Is ANET or DELL more profitable?

Arista Networks has a net margin of 40.72% compared to Dell Technologies' net margin of 4.36%. Arista Networks' return on equity of 29.91% beat Dell Technologies' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Arista Networks	40.72%	29.91%	21.67%
Dell Technologies	4.36%	-191.91%	5.88%

Which has more risk & volatility, ANET or DELL?

Arista Networks has a beta of 1.38, suggesting that its share price is 38% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.94, suggesting that its share price is 6% less volatile than the S&P 500.

Do insiders and institutionals have more ownership in ANET or DELL?

82.5% of Arista Networks shares are held by institutional investors. Comparatively, 76.4% of Dell Technologies shares are held by institutional investors. 3.5% of Arista Networks shares are held by insiders. Comparatively, 46.7% of Dell Technologies shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Does the media favor ANET or DELL?

In the previous week, Arista Networks had 24 more articles in the media than Dell Technologies. MarketBeat recorded 53 mentions for Arista Networks and 29 mentions for Dell Technologies. Arista Networks' average media sentiment score of 1.14 beat Dell Technologies' score of 1.03 indicating that Arista Networks is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Arista Networks	34 Very Positive mention(s)	8 Positive mention(s)	7 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive
Dell Technologies	19 Very Positive mention(s)	3 Positive mention(s)	5 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Arista Networks beats Dell Technologies on 11 of the 18 factors compared between the two stocks.