Dell Technologies (DELL) Competitors

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

Which has higher earnings & 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	$5.86B	19.25	$2.09B	$7.18	50.02
Dell Technologies	$91.84B	0.89	$3.21B	$4.90	23.57

Do institutionals & insiders believe in ANET or DELL?

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

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%

Does the media favor ANET or DELL?

In the previous week, Dell Technologies had 29 more articles in the media than Arista Networks. MarketBeat recorded 54 mentions for Dell Technologies and 25 mentions for Arista Networks. Arista Networks' average media sentiment score of 0.64 beat Dell Technologies' score of 0.46 indicating that Arista Networks is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Arista Networks	10 Very Positive mention(s)	7 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	2 Very Negative mention(s)	Positive
Dell Technologies	18 Very Positive mention(s)	12 Positive mention(s)	15 Neutral mention(s)	1 Negative mention(s)	2 Very Negative mention(s)	Neutral

Does the MarketBeat Community believe in ANET or DELL?

Arista Networks received 573 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.64% of users gave Arista Networks an outperform vote while only 59.97% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Arista Networks	Outperform Votes 1304 74.64%	Underperform Votes 443 25.36%
Dell Technologies	Outperform Votes 731 59.97%	Underperform Votes 488 40.03%

Which has more volatility & risk, ANET or DELL?

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

Do analysts prefer ANET or DELL?

Arista Networks presently has a consensus target price of $358.63, indicating a potential downside of 0.15%. Dell Technologies has a consensus target price of $135.75, indicating a potential upside of 17.56%. Given Dell Technologies' stronger consensus rating and higher probable upside, analysts plainly 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

Summary

Arista Networks beats Dell Technologies on 12 of the 18 factors compared between the two stocks.