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 businesses based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, risk, media sentiment, earnings and valuation.

Does the media refer more to ABNB or ANET?

In the previous week, Arista Networks had 12 more articles in the media than Airbnb. MarketBeat recorded 48 mentions for Arista Networks and 36 mentions for Airbnb. Arista Networks' average media sentiment score of 1.17 beat Airbnb's score of 1.02 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	23 Very Positive mention(s)	3 Positive mention(s)	2 Neutral mention(s)	2 Negative mention(s)	1 Very Negative mention(s)	Positive
Arista Networks	31 Very Positive mention(s)	4 Positive mention(s)	11 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has stronger valuation & earnings, 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	7.64	$2.65B	$3.96	34.18
Arista Networks	$7.44B	18.36	$2.85B	$2.36	46.06

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 1.4, meaning that its stock price is 40% more volatile than the S&P 500.

Is ABNB or ANET more profitable?

Arista Networks has a net margin of 40.72% compared to Airbnb's net margin of 22.60%. Airbnb's return on equity of 30.91% beat Arista Networks' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Airbnb	22.60%	30.91%	10.74%
Arista Networks	40.72%	30.48%	21.72%

Do analysts prefer ABNB or ANET?

Airbnb presently has a consensus target price of $141.47, indicating a potential upside of 4.52%. Arista Networks has a consensus target price of $110.07, indicating a potential upside of 1.25%. Given Airbnb's higher possible 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)	6 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.70

Do insiders & institutionals believe 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

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