Arista Networks (ANET) Competitors

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

Does the media refer more to DELL or ANET?

In the previous week, Arista Networks had 39 more articles in the media than Dell Technologies. MarketBeat recorded 87 mentions for Arista Networks and 48 mentions for Dell Technologies. Arista Networks' average media sentiment score of 1.24 beat Dell Technologies' score of 0.95 indicating that Arista Networks is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Dell Technologies	29 Very Positive mention(s)	9 Positive mention(s)	7 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive
Arista Networks	63 Very Positive mention(s)	4 Positive mention(s)	17 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

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

76.4% of Dell Technologies shares are held by institutional investors. Comparatively, 82.5% of Arista Networks shares are held by institutional investors. 46.7% of Dell Technologies shares are held by insiders. Comparatively, 3.5% of Arista Networks shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Do analysts rate DELL or ANET?

Dell Technologies presently has a consensus target price of $141.24, suggesting a potential upside of 44.67%. Arista Networks has a consensus target price of $114.00, suggesting a potential upside of 36.93%. Given Dell Technologies' stronger consensus rating and higher possible upside, analysts clearly believe Dell Technologies is more favorable than Arista Networks.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Dell Technologies	0 Sell rating(s)	3 Hold rating(s)	16 Buy rating(s)	0 Strong Buy rating(s)	2.84
Arista Networks	1 Sell rating(s)	2 Hold rating(s)	12 Buy rating(s)	0 Strong Buy rating(s)	2.73

Which has preferable valuation and earnings, DELL or ANET?

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
Dell Technologies	$95.57B	0.72	$3.21B	$6.22	15.70
Arista Networks	$7.00B	14.99	$2.85B	$2.22	37.50

Is DELL or ANET more profitable?

Arista Networks has a net margin of 40.72% compared to Dell Technologies' net margin of 4.36%. Arista Networks' return on equity of 29.91% beat Dell Technologies' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Dell Technologies	4.36%	-191.91%	5.88%
Arista Networks	40.72%	29.91%	21.67%

Does the MarketBeat Community favor DELL or ANET?

Arista Networks received 574 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.58% of users gave Arista Networks an outperform vote while only 60.40% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Dell Technologies	Outperform Votes 749 60.40%	Underperform Votes 491 39.60%
Arista Networks	Outperform Votes 1323 74.58%	Underperform Votes 451 25.42%

Which has more volatility and risk, DELL or ANET?

Dell Technologies has a beta of 0.83, indicating that its stock price is 17% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.08, indicating that its stock price is 8% more volatile than the S&P 500.

Summary

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