Arista Networks (ANET) Competitors

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

Do institutionals and insiders believe in ANET or DELL?

82.5% of Arista Networks shares are held by institutional investors. Comparatively, 38.1% of Dell Technologies shares are held by institutional investors. 3.5% of Arista Networks shares are held by company insiders. Comparatively, 46.7% of Dell Technologies shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Does the MarketBeat Community favor ANET or DELL?

Arista Networks received 573 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.67% of users gave Arista Networks an outperform vote while only 60.03% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Arista Networks	Outperform Votes 1306 74.67%	Underperform Votes 443 25.33%
Dell Technologies	Outperform Votes 733 60.03%	Underperform Votes 488 39.97%

Does the media prefer ANET or DELL?

In the previous week, Dell Technologies had 4 more articles in the media than Arista Networks. MarketBeat recorded 39 mentions for Dell Technologies and 35 mentions for Arista Networks. Dell Technologies' average media sentiment score of 0.71 beat Arista Networks' score of 0.70 indicating that Dell Technologies is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Arista Networks	13 Very Positive mention(s)	10 Positive mention(s)	8 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Dell Technologies	18 Very Positive mention(s)	6 Positive mention(s)	12 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts recommend ANET or DELL?

Arista Networks presently has a consensus price target of $364.81, suggesting a potential downside of 7.87%. Dell Technologies has a consensus price target of $143.50, suggesting a potential upside of 19.17%. Given Dell Technologies' stronger consensus rating and higher possible upside, analysts clearly believe Dell Technologies is more favorable than Arista Networks.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Arista Networks	1 Sell rating(s)	3 Hold rating(s)	16 Buy rating(s)	0 Strong Buy rating(s)	2.75
Dell Technologies	0 Sell rating(s)	3 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.82

Is ANET or DELL more profitable?

Arista Networks has a net margin of 39.01% compared to Dell Technologies' net margin of 4.32%. Arista Networks' return on equity of 30.50% beat Dell Technologies' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Arista Networks	39.01%	30.50%	22.23%
Dell Technologies	4.32%	-178.09%	5.64%

Which has better earnings and valuation, ANET or DELL?

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Arista Networks	$6.31B	19.66	$2.09B	$7.18	55.15
Dell Technologies	$91.84B	0.93	$3.21B	$4.90	24.58

Which has more risk and volatility, ANET or DELL?

Arista Networks has a beta of 1.07, indicating that its share price is 7% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.9, indicating that its share price is 10% less volatile than the S&P 500.

Summary

Arista Networks beats Dell Technologies on 11 of the 18 factors compared between the two stocks.