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

Does the MarketBeat Community prefer DELL or ANET?

Arista Networks received 575 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.51% of users gave Arista Networks an outperform vote while only 60.50% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Dell Technologies	Outperform Votes 752 60.50%	Underperform Votes 491 39.50%
Arista Networks	Outperform Votes 1327 74.51%	Underperform Votes 454 25.49%

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%

Do institutionals & insiders have more ownership 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 insiders. Comparatively, 3.5% of Arista Networks shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Do analysts prefer DELL or ANET?

Dell Technologies presently has a consensus target price of $134.65, suggesting a potential upside of 46.72%. Arista Networks has a consensus target price of $106.43, suggesting a potential upside of 29.27%. Given Dell Technologies' stronger consensus rating and higher probable 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)	3 Hold rating(s)	12 Buy rating(s)	0 Strong Buy rating(s)	2.80

Does the media refer more to DELL or ANET?

In the previous week, Arista Networks had 21 more articles in the media than Dell Technologies. MarketBeat recorded 56 mentions for Arista Networks and 35 mentions for Dell Technologies. Arista Networks' average media sentiment score of 1.15 beat Dell Technologies' score of 1.05 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	25 Very Positive mention(s)	3 Positive mention(s)	4 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Arista Networks	36 Very Positive mention(s)	9 Positive mention(s)	7 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has higher valuation and 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	$95.57B	0.67	$3.21B	$6.22	14.75
Arista Networks	$7.00B	14.76	$2.85B	$2.22	37.09

Which has more volatility & risk, DELL or ANET?

Dell Technologies has a beta of 0.94, meaning that its share price is 6% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.3, meaning that its share price is 30% more volatile than the S&P 500.

Summary

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