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Arista Networks (ANET) Competitors

$297.65
-6.01 (-1.98%)
(As of 05/31/2024 ET)

ANET vs. CSCO, IBM, HPQ, HPE, JNPR, FFIV, EXTR, ATEN, DGII, and LTRX

Should you be buying Arista Networks stock or one of its competitors? The main competitors of Arista Networks include Cisco Systems (CSCO), International Business Machines (IBM), HP (HPQ), Hewlett Packard Enterprise (HPE), Juniper Networks (JNPR), F5 (FFIV), Extreme Networks (EXTR), A10 Networks (ATEN), Digi International (DGII), and Lantronix (LTRX). These companies are all part of the "computer & office equipment" industry.

Arista Networks vs.

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

Cisco Systems has higher revenue and earnings than Arista Networks. Cisco Systems is trading at a lower price-to-earnings ratio than Arista Networks, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Arista Networks$5.86B15.92$2.09B$7.1841.46
Cisco Systems$57.00B3.29$12.61B$2.9715.66

Arista Networks has a net margin of 37.64% compared to Cisco Systems' net margin of 21.88%. Arista Networks' return on equity of 31.12% beat Cisco Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Arista Networks37.64% 31.12% 22.63%
Cisco Systems 21.88%30.82%13.18%

Arista Networks has a beta of 1.13, indicating that its share price is 13% more volatile than the S&P 500. Comparatively, Cisco Systems has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500.

82.5% of Arista Networks shares are owned by institutional investors. Comparatively, 73.3% of Cisco Systems shares are owned by institutional investors. 3.5% of Arista Networks shares are owned by insiders. Comparatively, 0.0% of Cisco Systems shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Arista Networks presently has a consensus price target of $295.22, suggesting a potential downside of 0.82%. Cisco Systems has a consensus price target of $56.47, suggesting a potential upside of 21.45%. Given Cisco Systems' higher possible upside, analysts plainly believe Cisco Systems 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)
17 Buy rating(s)
0 Strong Buy rating(s)
2.76
Cisco Systems
1 Sell rating(s)
14 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.24

Cisco Systems received 1123 more outperform votes than Arista Networks when rated by MarketBeat users. However, 74.58% of users gave Arista Networks an outperform vote while only 73.28% of users gave Cisco Systems an outperform vote.

CompanyUnderperformOutperform
Arista NetworksOutperform Votes
1291
74.58%
Underperform Votes
440
25.42%
Cisco SystemsOutperform Votes
2414
73.28%
Underperform Votes
880
26.72%

In the previous week, Arista Networks had 3 more articles in the media than Cisco Systems. MarketBeat recorded 29 mentions for Arista Networks and 26 mentions for Cisco Systems. Arista Networks' average media sentiment score of 0.67 beat Cisco Systems' score of 0.57 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
12 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Cisco Systems
11 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Arista Networks beats Cisco Systems on 14 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding ANET and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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.
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ANET vs. The Competition

MetricArista NetworksComputer & office equipment IndustryComputer SectorNYSE Exchange
Market Cap$93.27B$27.94B$21.46B$17.79B
Dividend YieldN/A2.97%2.70%3.55%
P/E Ratio41.4619.24240.3225.81
Price / Sales15.925.37537.8411.40
Price / Cash47.7814.3230.6818.95
Price / Book11.864.146.505.90
Net Income$2.09B$1.62B$629.81M$976.46M
7 Day Performance-2.90%0.17%-0.69%0.62%
1 Month Performance16.62%1.31%2.80%4.79%
1 Year Performance78.58%60.76%27.68%24.00%

Arista Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSCO
Cisco Systems
4.757 of 5 stars
$46.28
-0.3%
$56.47
+22.0%
-6.5%$186.45B$57.00B15.5884,900Insider Selling
IBM
International Business Machines
4.1481 of 5 stars
$169.71
-0.7%
$181.29
+6.8%
+28.6%$155.90B$61.86B19.22305,300
HPQ
HP
4.7527 of 5 stars
$33.14
+1.2%
$34.00
+2.6%
+24.1%$32.50B$53.72B9.6958,000Earnings Report
Analyst Forecast
News Coverage
Gap Down
HPE
Hewlett Packard Enterprise
4.4294 of 5 stars
$18.43
+0.1%
$17.91
-2.8%
+20.3%$23.96B$28.08B12.7162,000Upcoming Earnings
Options Volume
Gap Down
JNPR
Juniper Networks
4.3604 of 5 stars
$34.42
-0.8%
$34.55
+0.4%
+16.8%$11.19B$5.56B49.883,374Positive News
FFIV
F5
3.8982 of 5 stars
$168.34
-0.9%
$185.10
+10.0%
+15.5%$9.87B$2.81B20.166,524Short Interest ↑
Positive News
EXTR
Extreme Networks
3.8018 of 5 stars
$11.48
+3.0%
$20.64
+79.8%
-46.5%$1.49B$1.31B-164.002,849Short Interest ↑
ATEN
A10 Networks
2.7495 of 5 stars
$15.39
+1.8%
$16.50
+7.2%
+3.6%$1.15B$254.68M25.23525Short Interest ↓
DGII
Digi International
3.735 of 5 stars
$25.34
+1.9%
$36.50
+44.0%
-31.7%$921.87M$444.85M66.69822Analyst Upgrade
Short Interest ↓
LTRX
Lantronix
3.2055 of 5 stars
$3.74
-0.3%
$8.50
+127.3%
-8.7%$140.55M$131.19M-20.78357Short Interest ↓

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This page (NYSE:ANET) was last updated on 6/2/2024 by MarketBeat.com Staff

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