Arista Networks (ANET) Competitors

$254.76
+3.58 (+1.43%)
(As of 04/24/2024 ET)

ANET vs. HPQ, HPE, IBM, CSCO, SNPS, RELX, CDNS, DELL, CRWD, and KLAC

Should you be buying Arista Networks stock or one of its competitors? The main competitors of Arista Networks include HP (HPQ), Hewlett Packard Enterprise (HPE), International Business Machines (IBM), Cisco Systems (CSCO), Synopsys (SNPS), Relx (RELX), Cadence Design Systems (CDNS), Dell Technologies (DELL), CrowdStrike (CRWD), and KLA (KLAC). These companies are all part of the "computer and technology" sector.

Arista Networks vs.

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

HP currently has a consensus price target of $33.11, suggesting a potential upside of 17.83%. Arista Networks has a consensus price target of $275.59, suggesting a potential upside of 8.18%. Given Arista Networks' higher possible upside, research analysts clearly believe HP is more favorable than Arista Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
HP
1 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.67
Arista Networks
1 Sell rating(s)
2 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.79

HP has a beta of 1.05, meaning that its share price is 5% more volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.09, meaning that its share price is 9% more volatile than the S&P 500.

HP received 208 more outperform votes than Arista Networks when rated by MarketBeat users. However, 74.58% of users gave Arista Networks an outperform vote while only 60.94% of users gave HP an outperform vote.

CompanyUnderperformOutperform
HPOutperform Votes
1493
60.94%
Underperform Votes
957
39.06%
Arista NetworksOutperform Votes
1285
74.58%
Underperform Votes
438
25.42%

77.5% of HP shares are held by institutional investors. Comparatively, 82.5% of Arista Networks shares are held by institutional investors. 0.4% of HP shares are held by company insiders. Comparatively, 19.0% of Arista Networks shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

In the previous week, HP had 5 more articles in the media than Arista Networks. MarketBeat recorded 19 mentions for HP and 14 mentions for Arista Networks. HP's average media sentiment score of 0.80 beat Arista Networks' score of 0.76 indicating that Arista Networks is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
HP
9 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Arista Networks
9 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Arista Networks has a net margin of 35.62% compared to Arista Networks' net margin of 6.45%. HP's return on equity of 31.44% beat Arista Networks' return on equity.

Company Net Margins Return on Equity Return on Assets
HP6.45% -181.02% 9.23%
Arista Networks 35.62%31.44%22.54%

HP has higher revenue and earnings than Arista Networks. HP 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
HP$53.72B0.51$3.26B$3.428.22
Arista Networks$5.86B13.59$2.09B$6.5738.78

Summary

Arista Networks beats HP on 13 of the 18 factors compared between the two stocks.

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 NetworksComputer Hardware IndustryComputer SectorNYSE Exchange
Market Cap$79.65B$10.00B$19.33B$17.43B
Dividend YieldN/A4.16%2.78%3.56%
P/E Ratio38.78769.39256.8224.07
Price / Sales13.5990.01522.7711.65
Price / Cash38.6217.0427.6317.62
Price / Book10.983.296.614.91
Net Income$2.09B$345.98M$630.66M$963.51M
7 Day Performance-1.80%-0.62%0.99%2.27%
1 Month Performance-16.86%-4.23%-3.17%-2.05%
1 Year Performance62.72%1.04%19.48%90.11%

Arista Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HPQ
HP
4.711 of 5 stars
$27.68
-0.1%
$33.11
+19.6%
-4.6%$27.17B$53.11B8.0958,000Options Volume
News Coverage
HPE
Hewlett Packard Enterprise
4.3611 of 5 stars
$16.84
+0.1%
$17.91
+6.3%
+18.1%$21.89B$29.14B11.6162,000
IBM
International Business Machines
4.1497 of 5 stars
$182.19
+0.2%
$174.92
-4.0%
+46.7%$167.02B$61.86B22.41305,300Earnings Report
Analyst Report
News Coverage
CSCO
Cisco Systems
4.7766 of 5 stars
$48.32
+0.4%
$55.53
+14.9%
+2.0%$195.66B$57.00B14.6984,900Analyst Report
SNPS
Synopsys
4.4635 of 5 stars
$527.50
+2.3%
$601.00
+13.9%
+40.4%$78.61B$6.13B58.0920,300Positive News
RELX
Relx
0.9488 of 5 stars
$42.26
+1.1%
N/A+22.6%$79.43B$9.91B0.0036,500Analyst Downgrade
CDNS
Cadence Design Systems
4.6944 of 5 stars
$281.76
-1.1%
$318.10
+12.9%
+30.4%$76.71B$4.09B73.7611,200Earnings Report
Analyst Report
Analyst Revision
High Trading Volume
DELL
Dell Technologies
4.8295 of 5 stars
$120.65
+4.4%
$104.63
-13.3%
+181.6%$82.47B$88.43B27.61120,000Ex-Dividend
Gap Up
CRWD
CrowdStrike
4.6646 of 5 stars
$299.65
+3.6%
$371.87
+24.1%
+128.2%$72.48B$3.06B832.387,925
KLAC
KLA
4.7913 of 5 stars
$648.21
+2.3%
$688.42
+6.2%
+76.3%$85.69B$9.67B32.9215,210Analyst Report

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This page (NYSE:ANET) was last updated on 4/25/2024 by MarketBeat.com Staff

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