Arista Networks (ANET) Competitors

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

Does the media prefer ABNB or ANET?

In the previous week, Arista Networks had 78 more articles in the media than Airbnb. MarketBeat recorded 117 mentions for Arista Networks and 39 mentions for Airbnb. Airbnb's average media sentiment score of 1.31 beat Arista Networks' score of 1.05 indicating that Airbnb is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Airbnb	29 Very Positive mention(s)	3 Positive mention(s)	4 Neutral mention(s)	1 Negative mention(s)	1 Very Negative mention(s)	Positive
Arista Networks	66 Very Positive mention(s)	7 Positive mention(s)	24 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more risk & volatility, ABNB or ANET?

Airbnb has a beta of 1.13, meaning that its stock price is 13% more volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.49, meaning that its stock price is 49% more volatile than the S&P 500.

Do institutionals and insiders hold more shares of 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 company insiders. Comparatively, 3.5% of Arista Networks shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Which has better 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	$11.58B	6.53	$2.65B	$4.13	29.46
Arista Networks	$7.00B	25.54	$2.85B	$2.54	56.02

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 analysts rate ABNB or ANET?

Airbnb currently has a consensus target price of $141.68, suggesting a potential upside of 16.43%. Arista Networks has a consensus target price of $157.88, suggesting a potential upside of 10.95%. Given Airbnb's higher probable upside, equities analysts clearly 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)	12 Buy rating(s)	2 Strong Buy rating(s)	2.29
Arista Networks	0 Sell rating(s)	5 Hold rating(s)	16 Buy rating(s)	0 Strong Buy rating(s)	2.76

Summary

Arista Networks beats Airbnb on 10 of the 17 factors compared between the two stocks.