Arista Networks (ANET) Competitors

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

Do analysts rate ANET or DELL?

Arista Networks presently has a consensus target price of $395.19, indicating a potential upside of 4.69%. Dell Technologies has a consensus target price of $145.88, indicating a potential upside of 7.38%. Given Dell Technologies' stronger consensus rating and higher possible 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)	15 Buy rating(s)	0 Strong Buy rating(s)	2.74
Dell Technologies	0 Sell rating(s)	3 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.82

Is ANET or DELL more profitable?

Arista Networks has a net margin of 40.29% compared to Dell Technologies' net margin of 4.32%. Arista Networks' return on equity of 30.52% beat Dell Technologies' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Arista Networks	40.29%	30.52%	22.24%
Dell Technologies	4.32%	-178.09%	5.64%

Does the MarketBeat Community believe in ANET or DELL?

Arista Networks received 574 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.59% of users gave Arista Networks an outperform vote while only 60.10% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Arista Networks	Outperform Votes 1309 74.59%	Underperform Votes 446 25.41%
Dell Technologies	Outperform Votes 735 60.10%	Underperform Votes 488 39.90%

Do insiders and institutionals hold more shares of ANET or DELL?

82.5% of Arista Networks shares are held by institutional investors. Comparatively, 38.1% of Dell Technologies shares are held by institutional investors. 3.5% of Arista Networks shares are held by insiders. Comparatively, 46.7% of Dell Technologies shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Which has preferable valuation and earnings, 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	20.29	$2.09B	$8.32	45.37
Dell Technologies	$88.43B	1.08	$3.21B	$5.44	24.97

Does the media refer more to ANET or DELL?

In the previous week, Dell Technologies had 61 more articles in the media than Arista Networks. MarketBeat recorded 65 mentions for Dell Technologies and 4 mentions for Arista Networks. Dell Technologies' average media sentiment score of 0.84 beat Arista Networks' score of 0.69 indicating that Dell Technologies is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Arista Networks	1 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Dell Technologies	34 Very Positive mention(s)	6 Positive mention(s)	21 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more risk and volatility, ANET or DELL?

Arista Networks has a beta of 1.08, indicating that its stock price is 8% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.89, indicating that its stock price is 11% less volatile than the S&P 500.

Summary

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