Dell Technologies (DELL) Competitors

Dell Technologies (NYSE:DELL) and Arista Networks (NYSE:ANET) 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 risk, profitability, community ranking, earnings, analyst recommendations, media sentiment, institutional ownership, dividends and valuation.

Which has stronger valuation & earnings, DELL or ANET?

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
Dell Technologies	$96.70B	0.82	$3.21B	$6.27	18.08
Arista Networks	$7.44B	15.78	$2.85B	$2.36	39.58

Do institutionals and insiders hold more shares of DELL or ANET?

76.4% of Dell Technologies shares are held by institutional investors. Comparatively, 82.5% of Arista Networks shares are held by institutional investors. 42.0% of Dell Technologies shares are held by company insiders. Comparatively, 3.4% of Arista Networks shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Do analysts rate DELL or ANET?

Dell Technologies currently has a consensus target price of $138.00, indicating a potential upside of 21.72%. Arista Networks has a consensus target price of $107.47, indicating a potential upside of 15.05%. Given Dell Technologies' stronger consensus rating and higher possible upside, research analysts plainly 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)	14 Buy rating(s)	0 Strong Buy rating(s)	2.78

Which has more volatility & risk, DELL or ANET?

Dell Technologies has a beta of 1.01, suggesting that its share price is 1% more volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.37, suggesting that its share price is 37% more volatile than the S&P 500.

Does the media favor DELL or ANET?

In the previous week, Arista Networks had 4 more articles in the media than Dell Technologies. MarketBeat recorded 38 mentions for Arista Networks and 34 mentions for Dell Technologies. Arista Networks' average media sentiment score of 1.19 beat Dell Technologies' score of 0.69 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	20 Very Positive mention(s)	4 Positive mention(s)	7 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive
Arista Networks	30 Very Positive mention(s)	1 Positive mention(s)	5 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community prefer DELL or ANET?

Arista Networks received 575 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.53% of users gave Arista Networks an outperform vote while only 60.72% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Dell Technologies	Outperform Votes 762 60.72%	Underperform Votes 493 39.28%
Arista Networks	Outperform Votes 1337 74.53%	Underperform Votes 457 25.47%

Is DELL or ANET more profitable?

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 Technologies	4.36%	-191.91%	5.88%
Arista Networks	40.72%	29.91%	21.67%

Summary

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