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 investment? We will compare the two companies based on the strength of their earnings, risk, media sentiment, valuation, dividends, profitability, analyst recommendations, institutional ownership and community ranking.

Does the MarketBeat Community prefer DELL or ANET?

Arista Networks received 579 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.48% of users gave Arista Networks an outperform vote while only 60.59% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Dell Technologies	Outperform Votes 755 60.59%	Underperform Votes 491 39.41%
Arista Networks	Outperform Votes 1334 74.48%	Underperform Votes 457 25.52%

Which has more risk & volatility, DELL or ANET?

Dell Technologies has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.38, indicating that its stock price is 38% more volatile than the S&P 500.

Do insiders & institutionals believe in DELL or ANET?

76.4% of Dell Technologies shares are owned by institutional investors. Comparatively, 82.5% of Arista Networks shares are owned by institutional investors. 46.7% of Dell Technologies shares are owned by company insiders. Comparatively, 3.4% 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 stock will outperform the market over the long term.

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%

Which has better earnings & valuation, 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	$95.57B	0.83	$3.21B	$6.22	18.35
Arista Networks	$7.44B	16.11	$2.85B	$2.36	40.41

Do analysts prefer DELL or ANET?

Dell Technologies currently has a consensus price target of $134.76, suggesting a potential upside of 18.08%. Arista Networks has a consensus price target of $107.14, suggesting a potential upside of 12.33%. Given Dell Technologies' stronger consensus rating and higher possible upside, equities 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)	12 Buy rating(s)	0 Strong Buy rating(s)	2.75

Does the media favor DELL or ANET?

In the previous week, Dell Technologies had 31 more articles in the media than Arista Networks. MarketBeat recorded 77 mentions for Dell Technologies and 46 mentions for Arista Networks. Arista Networks' average media sentiment score of 1.35 beat Dell Technologies' score of 0.92 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	36 Very Positive mention(s)	10 Positive mention(s)	27 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Arista Networks	39 Very Positive mention(s)	0 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Arista Networks beats Dell Technologies on 10 of the 18 factors compared between the two stocks.