IBM vs. ANET, CSCO, INTU, INTC, AMAT, ADI, T, QCOM, NOW, and PYPL
Should you be buying International Business Machines stock or one of its competitors? The main competitors of International Business Machines include Arista Networks (ANET), Cisco Systems (CSCO), Intuit (INTU), Intel (INTC), Applied Materials (AMAT), Analog Devices (ADI), AT&T (T), QUALCOMM (QCOM), ServiceNow (NOW), and PayPal (PYPL). These companies are all part of the "computer and technology" sector.
International Business Machines vs.
International Business Machines (NYSE:IBM) and Arista Networks (NYSE:ANET) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their community ranking, valuation, profitability, institutional ownership, media sentiment, earnings, dividends, risk and analyst recommendations.
In the previous week, Arista Networks had 17 more articles in the media than International Business Machines. MarketBeat recorded 29 mentions for Arista Networks and 12 mentions for International Business Machines. International Business Machines' average media sentiment score of 1.08 beat Arista Networks' score of 0.77 indicating that International Business Machines is being referred to more favorably in the media.
Arista Networks has a net margin of 30.87% compared to International Business Machines' net margin of 2.71%. International Business Machines' return on equity of 41.24% beat Arista Networks' return on equity.
International Business Machines has higher revenue and earnings than Arista Networks. Arista Networks is trading at a lower price-to-earnings ratio than International Business Machines, indicating that it is currently the more affordable of the two stocks.
International Business Machines has a beta of 0.85, suggesting that its share price is 15% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.24, suggesting that its share price is 24% more volatile than the S&P 500.
International Business Machines currently has a consensus target price of $142.73, suggesting a potential upside of 13.92%. Arista Networks has a consensus target price of $175.47, suggesting a potential upside of 3.87%. Given International Business Machines' higher probable upside, equities analysts plainly believe International Business Machines is more favorable than Arista Networks.
Arista Networks received 159 more outperform votes than International Business Machines when rated by MarketBeat users. Likewise, 75.18% of users gave Arista Networks an outperform vote while only 59.41% of users gave International Business Machines an outperform vote.
55.9% of International Business Machines shares are held by institutional investors. Comparatively, 64.3% of Arista Networks shares are held by institutional investors. 0.1% of International Business Machines shares are held by insiders. Comparatively, 19.6% of Arista Networks shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
Summary
Arista Networks beats International Business Machines on 12 of the 18 factors compared between the two stocks.
New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding IBM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Media Sentiment Over Time
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
International Business Machines Competitors List
