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 superior stock? We will contrast the two companies based on the strength of their community ranking, dividends, analyst recommendations, institutional ownership, valuation, earnings, profitability, risk and media sentiment.

Do analysts rate ANET or DELL?

Arista Networks currently has a consensus price target of $113.79, suggesting a potential upside of 9.97%. Dell Technologies has a consensus price target of $145.65, suggesting a potential upside of 21.38%. Given Dell Technologies' stronger consensus rating and higher probable upside, analysts clearly 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)	2 Hold rating(s)	12 Buy rating(s)	0 Strong Buy rating(s)	2.73
Dell Technologies	0 Sell rating(s)	3 Hold rating(s)	16 Buy rating(s)	0 Strong Buy rating(s)	2.84

Which has more volatility and risk, ANET or DELL?

Arista Networks has a beta of 1.09, suggesting that its stock price is 9% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.9, suggesting that its stock price is 10% less volatile than the S&P 500.

Is ANET or DELL 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 31.22% beat Dell Technologies' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Arista Networks	40.72%	31.22%	22.76%
Dell Technologies	4.36%	-191.91%	5.88%

Does the MarketBeat Community prefer ANET or DELL?

Arista Networks received 575 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.56% of users gave Arista Networks an outperform vote while only 60.34% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Arista Networks	Outperform Votes 1319 74.56%	Underperform Votes 450 25.44%
Dell Technologies	Outperform Votes 744 60.34%	Underperform Votes 489 39.66%

Which has better earnings & valuation, 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	$7.00B	18.61	$2.09B	$2.22	46.61
Dell Technologies	$88.43B	0.95	$3.21B	$5.66	21.20

Does the media favor ANET or DELL?

In the previous week, Arista Networks had 71 more articles in the media than Dell Technologies. MarketBeat recorded 131 mentions for Arista Networks and 60 mentions for Dell Technologies. Arista Networks' average media sentiment score of 1.14 beat Dell Technologies' score of 0.72 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	85 Very Positive mention(s)	13 Positive mention(s)	18 Neutral mention(s)	4 Negative mention(s)	0 Very Negative mention(s)	Positive
Dell Technologies	30 Very Positive mention(s)	5 Positive mention(s)	20 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive

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

82.5% of Arista Networks shares are owned by institutional investors. Comparatively, 76.4% of Dell Technologies shares are owned by institutional investors. 3.5% of Arista Networks shares are owned by insiders. Comparatively, 46.7% of Dell Technologies shares are owned 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.

Summary

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