Arista Networks (ANET) Competitors

Airbnb (NASDAQ:ABNB) and Arista Networks (NYSE:ANET) are related large-cap companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, institutional ownership, earnings, risk, dividends, valuation, analyst recommendations and media sentiment.

Which has preferable earnings and valuation, ABNB or ANET?

Arista Networks has lower revenue, but higher earnings than Airbnb. Airbnb 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
Airbnb	$11.10B	7.30	$2.65B	$4.13	31.59
Arista Networks	$7.00B	24.44	$2.85B	$2.54	53.61

Is ABNB or ANET more profitable?

Arista Networks has a net margin of 40.90% compared to Airbnb's net margin of 22.67%. Airbnb's return on equity of 32.19% beat Arista Networks' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Airbnb	22.67%	32.19%	11.03%
Arista Networks	40.90%	31.05%	21.58%

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

80.8% of Airbnb shares are held by institutional investors. Comparatively, 82.5% of Arista Networks shares are held by institutional investors. 27.9% of Airbnb shares are held by insiders. Comparatively, 3.4% of Arista Networks shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Which has more volatility & risk, ABNB or ANET?

Airbnb has a beta of 1.13, indicating that its share price is 13% more volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.37, indicating that its share price is 37% more volatile than the S&P 500.

Does the media favor ABNB or ANET?

In the previous week, Arista Networks had 6 more articles in the media than Airbnb. MarketBeat recorded 52 mentions for Arista Networks and 46 mentions for Airbnb. Arista Networks' average media sentiment score of 1.33 beat Airbnb's score of 1.15 indicating that Arista Networks is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Airbnb	27 Very Positive mention(s)	7 Positive mention(s)	6 Neutral mention(s)	2 Negative mention(s)	1 Very Negative mention(s)	Positive
Arista Networks	42 Very Positive mention(s)	2 Positive mention(s)	7 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts recommend ABNB or ANET?

Airbnb currently has a consensus price target of $142.72, suggesting a potential upside of 9.40%. Arista Networks has a consensus price target of $138.07, suggesting a potential upside of 1.39%. Given Airbnb's higher probable upside, analysts plainly believe Airbnb is more favorable than Arista Networks.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Airbnb	5 Sell rating(s)	19 Hold rating(s)	13 Buy rating(s)	2 Strong Buy rating(s)	2.31
Arista Networks	0 Sell rating(s)	5 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.74

Summary

Arista Networks beats Airbnb on 11 of the 17 factors compared between the two stocks.