Arista Networks (ANET) Competitors

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

Which has higher earnings & 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	6.82	$2.65B	$3.96	30.54
Arista Networks	$7.00B	24.95	$2.85B	$2.54	54.78

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 31.71% beat Arista Networks' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Airbnb	22.67%	31.71%	11.55%
Arista Networks	40.90%	31.05%	21.58%

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

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

Which has more volatility and risk, ABNB or ANET?

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

Does the media prefer ABNB or ANET?

In the previous week, Arista Networks had 7 more articles in the media than Airbnb. MarketBeat recorded 115 mentions for Arista Networks and 108 mentions for Airbnb. Arista Networks' average media sentiment score of 1.05 beat Airbnb's score of 0.74 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	48 Very Positive mention(s)	16 Positive mention(s)	24 Neutral mention(s)	5 Negative mention(s)	1 Very Negative mention(s)	Positive
Arista Networks	72 Very Positive mention(s)	9 Positive mention(s)	18 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts rate ABNB or ANET?

Airbnb presently has a consensus price target of $143.59, suggesting a potential upside of 18.71%. Arista Networks has a consensus price target of $138.07, suggesting a potential downside of 0.77%. Given Airbnb's higher probable upside, research 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)	16 Hold rating(s)	13 Buy rating(s)	2 Strong Buy rating(s)	2.33
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.