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Arista Networks (ANET) Competitors

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$91.19 -1.37 (-1.48%)
Closing price 05/23/2025 03:59 PM Eastern
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$90.99 -0.20 (-0.22%)
As of 05/23/2025 07:59 PM Eastern
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ANET vs. DELL, HPQ, SMCI, STX, HPE, PSTG, LOGI, PAR, DBD, and VYX

Should you be buying Arista Networks stock or one of its competitors? The main competitors of Arista Networks include Dell Technologies (DELL), HP (HPQ), Super Micro Computer (SMCI), Seagate Technology (STX), Hewlett Packard Enterprise (HPE), Pure Storage (PSTG), Logitech International (LOGI), PAR Technology (PAR), Diebold Nixdorf (DBD), and NCR Voyix (VYX). These companies are all part of the "computer hardware" industry.

Arista Networks vs.

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

Dell Technologies has a beta of 0.99, meaning that its stock price is 1% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.38, meaning that its stock price is 38% more volatile than the S&P 500.

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
Dell Technologies4.36% -191.91% 5.88%
Arista Networks 40.72%29.91%21.67%

In the previous week, Dell Technologies had 37 more articles in the media than Arista Networks. MarketBeat recorded 78 mentions for Dell Technologies and 41 mentions for Arista Networks. Arista Networks' average media sentiment score of 1.54 beat Dell Technologies' score of 0.77 indicating that Arista Networks is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dell Technologies
35 Very Positive mention(s)
11 Positive mention(s)
29 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Arista Networks
36 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Arista Networks received 577 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.48% of users gave Arista Networks an outperform vote while only 60.66% of users gave Dell Technologies an outperform vote.

CompanyUnderperformOutperform
Dell TechnologiesOutperform Votes
757
60.66%
Underperform Votes
491
39.34%
Arista NetworksOutperform Votes
1334
74.48%
Underperform Votes
457
25.52%

76.4% of Dell Technologies shares are owned by institutional investors. Comparatively, 82.5% of Arista Networks shares are owned by institutional investors. 46.7% of Dell Technologies shares are owned by company insiders. Comparatively, 3.4% of Arista Networks shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Dell Technologies currently has a consensus target price of $135.82, indicating a potential upside of 21.08%. Arista Networks has a consensus target price of $107.14, indicating a potential upside of 17.50%. Given Dell Technologies' stronger consensus rating and higher probable upside, research analysts clearly believe Dell Technologies is more favorable than Arista Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dell Technologies
0 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.84
Arista Networks
0 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.75

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dell Technologies$95.57B0.82$3.21B$6.2218.04
Arista Networks$7.44B15.40$2.85B$2.3638.64

Summary

Arista Networks beats Dell Technologies on 10 of the 18 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 {thisCompany.Symbol} 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 NetworksComputer & office equipment IndustryComputer SectorNYSE Exchange
Market Cap$114.52B$35.08B$24.83B$19.29B
Dividend YieldN/A2.64%2.91%3.84%
P/E Ratio41.0817.8044.1234.41
Price / Sales15.402.952,137.4634.88
Price / Cash47.0823.2234.7817.52
Price / Book11.506.756.694.69
Net Income$2.85B$1.31B$739.31M$1.02B
7 Day Performance-5.32%-4.74%-1.39%-2.39%
1 Month Performance21.18%7.39%8.36%4.31%
1 Year Performance19.01%3,683,116.75%52,514.31%4.80%

Arista Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ANET
Arista Networks
4.6751 of 5 stars
$91.19
-1.5%
$107.14
+17.5%
+21.0%$114.52B$7.44B41.083,610Positive News
Gap Down
DELL
Dell Technologies
4.9443 of 5 stars
$114.70
+0.4%
$134.76
+17.5%
-27.0%$80.04B$95.57B20.26133,000Trending News
Upcoming Earnings
Analyst Forecast
HPQ
HP
4.703 of 5 stars
$28.96
-1.2%
$34.17
+18.0%
-14.3%$27.30B$53.88B10.3158,000Positive News
Upcoming Earnings
Analyst Forecast
Gap Down
SMCI
Super Micro Computer
4.5618 of 5 stars
$45.24
-2.0%
$45.63
+0.8%
-52.7%$27.00B$21.57B22.714,610Trending News
Insider Trade
Gap Down
STX
Seagate Technology
4.2541 of 5 stars
$109.43
+1.5%
$114.37
+4.5%
+20.6%$23.22B$8.54B20.0140,000Trending News
Analyst Forecast
Insider Trade
Buyback Announcement
Analyst Revision
HPE
Hewlett Packard Enterprise
4.913 of 5 stars
$17.46
-1.6%
$20.60
+18.0%
-4.4%$22.94B$31.23B9.1960,200Positive News
Analyst Forecast
Gap Down
PSTG
Pure Storage
4.6621 of 5 stars
$56.32
-0.4%
$70.70
+25.5%
-7.6%$18.36B$3.17B148.214,200News Coverage
Positive News
Upcoming Earnings
Analyst Forecast
Gap Down
LOGI
Logitech International
3.4737 of 5 stars
$86.44
-0.1%
$85.71
-0.8%
-11.9%$13.67B$4.55B20.298,200Positive News
Analyst Forecast
Gap Down
PAR
PAR Technology
1.7175 of 5 stars
$69.27
-0.8%
$79.86
+15.3%
+37.5%$2.81B$383.77M-277.081,480
DBD
Diebold Nixdorf
4.4298 of 5 stars
$48.61
-1.6%
$70.00
+44.0%
+6.8%$1.81B$3.70B-110.4822,000Positive News
VYX
NCR Voyix
3.5058 of 5 stars
$10.66
-2.2%
$14.60
+37.0%
-18.1%$1.47B$2.73B2.4735,000Positive News
Gap Down

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This page (NYSE:ANET) was last updated on 5/24/2025 by MarketBeat.com Staff
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