Pegasystems (PEGA) Competitors

Arista Networks (NYSE:ANET) and Pegasystems (NASDAQ:PEGA) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their profitability, risk, dividends, earnings, institutional ownership, analyst recommendations, valuation and media sentiment.

Do institutionals & insiders believe in ANET or PEGA?

82.5% of Arista Networks shares are held by institutional investors. Comparatively, 46.9% of Pegasystems shares are held by institutional investors. 3.5% of Arista Networks shares are held by insiders. Comparatively, 49.7% of Pegasystems shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Does the media refer more to ANET or PEGA?

In the previous week, Arista Networks had 48 more articles in the media than Pegasystems. MarketBeat recorded 57 mentions for Arista Networks and 9 mentions for Pegasystems. Arista Networks' average media sentiment score of 0.85 beat Pegasystems' score of 0.53 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	37 Very Positive mention(s)	6 Positive mention(s)	8 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Pegasystems	3 Very Positive mention(s)	0 Positive mention(s)	5 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts rate ANET or PEGA?

Arista Networks presently has a consensus target price of $109.33, indicating a potential upside of 7.71%. Pegasystems has a consensus target price of $54.05, indicating a potential downside of 1.16%. Given Arista Networks' higher probable upside, research analysts clearly believe Arista Networks is more favorable than Pegasystems.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Arista Networks	0 Sell rating(s)	6 Hold rating(s)	13 Buy rating(s)	0 Strong Buy rating(s)	2.68
Pegasystems	0 Sell rating(s)	3 Hold rating(s)	9 Buy rating(s)	0 Strong Buy rating(s)	2.75

Which has preferable earnings and valuation, ANET or PEGA?

Arista Networks has higher revenue and earnings than Pegasystems. Arista Networks is trading at a lower price-to-earnings ratio than Pegasystems, 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	$7.00B	18.20	$2.85B	$2.36	43.01
Pegasystems	$1.64B	5.70	$99.19M	$1.03	53.09

Is ANET or PEGA more profitable?

Arista Networks has a net margin of 40.72% compared to Pegasystems' net margin of 11.98%. Pegasystems' return on equity of 44.72% beat Arista Networks' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Arista Networks	40.72%	30.48%	21.72%
Pegasystems	11.98%	44.72%	15.17%

Which has more volatility & risk, ANET or PEGA?

Arista Networks has a beta of 1.4, meaning that its share price is 40% more volatile than the S&P 500. Comparatively, Pegasystems has a beta of 1.13, meaning that its share price is 13% more volatile than the S&P 500.

Summary

Arista Networks beats Pegasystems on 12 of the 16 factors compared between the two stocks.