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Arista Networks (ANET) Competitors

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$149.61 +4.11 (+2.82%)
Closing price 03:59 PM Eastern
Extended Trading
$149.76 +0.14 (+0.10%)
As of 07:40 PM Eastern
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ANET vs. ABNB, BAND, BL, META, VIAV, KEYS, OOMA, PINS, PSTG, and UI

Should you be buying Arista Networks stock or one of its competitors? The main competitors of Arista Networks include Airbnb (ABNB), Bandwidth (BAND), BlackLine (BL), Meta Platforms (META), Viavi Solutions (VIAV), Keysight Technologies (KEYS), Ooma (OOMA), Pinterest (PINS), Pure Storage (PSTG), and Ubiquiti (UI).

Arista Networks vs. Its Competitors

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

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
Airbnb22.67% 32.19% 11.03%
Arista Networks 40.90%31.05%21.58%

Airbnb has a beta of 1.1, suggesting that its stock price is 10% more volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.47, suggesting that its stock price is 47% more volatile than the S&P 500.

In the previous week, Arista Networks had 20 more articles in the media than Airbnb. MarketBeat recorded 57 mentions for Arista Networks and 37 mentions for Airbnb. Arista Networks' average media sentiment score of 1.43 beat Airbnb's score of 1.04 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
24 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Arista Networks
48 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

80.8% of Airbnb shares are held by institutional investors. Comparatively, 82.5% of Arista Networks shares are held by institutional investors. 27.8% of Airbnb 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, large money managers and endowments believe a stock will outperform the market over the long term.

Airbnb presently has a consensus price target of $141.81, suggesting a potential upside of 17.84%. Arista Networks has a consensus price target of $162.00, suggesting a potential upside of 8.28%. Given Airbnb's higher possible 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)
11 Buy rating(s)
3 Strong Buy rating(s)
2.32
Arista Networks
0 Sell rating(s)
3 Hold rating(s)
19 Buy rating(s)
0 Strong Buy rating(s)
2.86

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Airbnb$11.10B6.74$2.65B$4.1329.14
Arista Networks$7.00B26.85$2.85B$2.5458.90

Summary

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

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New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

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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ANET vs. The Competition

MetricArista NetworksINTERNET SOFTWARE IndustryComputer SectorNYSE Exchange
Market Cap$188.04B$19.76B$33.19B$22.12B
Dividend YieldN/A3.61%3.17%3.56%
P/E Ratio58.8476.63497.9029.95
Price / Sales26.85117.342,311.7570.66
Price / Cash69.6884.3835.0118.33
Price / Book18.879.447.594.65
Net Income$2.85B$354.27M$819.00M$1.01B
7 Day Performance4.50%1.81%2.89%1.21%
1 Month Performance4.74%9.59%12.05%3.21%
1 Year Performance51.13%94.27%24,361.49%14.02%

Arista Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ANET
Arista Networks
4.7348 of 5 stars
$149.61
+2.8%
$162.00
+8.3%
+47.0%$188.04B$7.00B58.844,412Positive News
Insider Trade
Gap Up
ABNB
Airbnb
3.9974 of 5 stars
$123.46
-0.2%
$141.46
+14.6%
-7.4%$76.69B$11.10B29.887,300Positive News
BAND
Bandwidth
4.5402 of 5 stars
$17.57
+0.3%
$20.80
+18.4%
-9.5%$527.21M$748.49M-51.451,100
BL
BlackLine
4.4549 of 5 stars
$52.79
-0.1%
$60.58
+14.8%
-5.3%$3.27B$653.34M40.941,830Positive News
META
Meta Platforms
4.4647 of 5 stars
$743.62
0.0%
$826.05
+11.1%
+19.2%$1.87T$164.50B26.9274,067Trending News
VIAV
Viavi Solutions
4.6038 of 5 stars
$12.57
+2.9%
$13.50
+7.4%
+40.6%$2.80B$1.08B78.543,600
KEYS
Keysight Technologies
4.5015 of 5 stars
$174.09
+0.4%
$187.38
+7.6%
+10.9%$29.94B$4.98B55.4815,500Positive News
OOMA
Ooma
2.7119 of 5 stars
$12.23
-2.0%
$17.63
+44.2%
+2.8%$337.38M$256.85M-174.601,186Positive News
PINS
Pinterest
4.6998 of 5 stars
$33.34
-0.8%
$42.38
+27.1%
-4.0%$22.65B$3.65B11.944,666Positive News
Analyst Downgrade
PSTG
Pure Storage
4.5408 of 5 stars
$83.19
+1.0%
$81.06
-2.6%
+69.7%$27.37B$3.17B203.146,000Gap Up
UI
Ubiquiti
3.0663 of 5 stars
$665.50
+2.4%
$499.67
-24.9%
+192.3%$40.26B$2.57B56.541,667

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This page (NYSE:ANET) was last updated on 10/6/2025 by MarketBeat.com Staff
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