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Arista Networks (ANET) Competitors

Arista Networks logo
$119.78 +1.65 (+1.40%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

ANET vs. DELL, HPQ, HPE, PSTG, STX, SMCI, LOGI, PAR, VYX, and DBD

Should you be buying Arista Networks stock or one of its competitors? The main competitors of Arista Networks include Dell Technologies (DELL), HP (HPQ), Hewlett Packard Enterprise (HPE), Pure Storage (PSTG), Seagate Technology (STX), Super Micro Computer (SMCI), Logitech International (LOGI), PAR Technology (PAR), NCR Voyix (VYX), and Diebold Nixdorf (DBD). These companies are all part of the "computer hardware" industry.

Arista Networks vs.

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

Arista Networks received 574 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.62% of users gave Arista Networks an outperform vote while only 60.21% of users gave Dell Technologies an outperform vote.

CompanyUnderperformOutperform
Dell TechnologiesOutperform Votes
740
60.21%
Underperform Votes
489
39.79%
Arista NetworksOutperform Votes
1314
74.62%
Underperform Votes
447
25.38%

In the previous week, Dell Technologies had 9 more articles in the media than Arista Networks. MarketBeat recorded 38 mentions for Dell Technologies and 29 mentions for Arista Networks. Dell Technologies' average media sentiment score of 0.93 beat Arista Networks' score of 0.56 indicating that Dell Technologies is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dell Technologies
25 Very Positive mention(s)
1 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Arista Networks
7 Very Positive mention(s)
10 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Dell Technologies currently has a consensus target price of $148.06, indicating a potential upside of 35.02%. Arista Networks has a consensus target price of $105.83, indicating a potential downside of 11.64%. Given Dell Technologies' stronger consensus rating and higher probable upside, research analysts plainly 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)
15 Buy rating(s)
0 Strong Buy rating(s)
2.83
Arista Networks
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.71

Arista Networks has a net margin of 40.29% compared to Dell Technologies' net margin of 4.36%. Arista Networks' return on equity of 30.52% beat Dell Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
Dell Technologies4.36% -191.91% 5.88%
Arista Networks 40.29%30.52%22.24%

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dell Technologies$88.43B0.87$3.21B$5.6619.37
Arista Networks$6.61B22.82$2.09B$2.0857.59

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 will outperform the market over the long term.

Dell Technologies has a beta of 0.92, suggesting that its stock price is 8% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.08, suggesting that its stock price is 8% more volatile than the S&P 500.

Summary

Dell Technologies and Arista Networks tied by winning 9 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 {thisCompany.Symbol} 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$150.90B$38.51B$27.09B$19.94B
Dividend YieldN/A2.51%2.78%3.71%
P/E Ratio57.5919.13236.8141.40
Price / Sales22.826.213,720.9916.25
Price / Cash71.9624.4934.3219.84
Price / Book20.6510.308.395.76
Net Income$2.09B$1.34B$669.90M$993.25M
7 Day Performance6.24%3.49%3.66%3.12%
1 Month Performance6.18%29.92%4.89%4.75%
1 Year Performance81.82%25.01%24.37%18.83%

Arista Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ANET
Arista Networks
4.4196 of 5 stars
$119.78
+1.4%
$105.83
-11.6%
+81.8%$150.90B$6.61B57.594,023Analyst Forecast
DELL
Dell Technologies
4.9965 of 5 stars
$110.10
-4.1%
$148.06
+34.5%
+31.7%$77.33B$88.43B19.45120,000Short Interest ↑
Gap Down
HPQ
HP
4.7809 of 5 stars
$32.68
-1.6%
$36.23
+10.9%
+11.7%$30.65B$53.56B11.6358,000
HPE
Hewlett Packard Enterprise
4.8095 of 5 stars
$21.81
-1.2%
$24.00
+10.0%
+50.5%$28.69B$30.13B11.4862,000News Coverage
PSTG
Pure Storage
4.2561 of 5 stars
$63.05
-2.6%
$72.70
+15.3%
+62.5%$20.57B$3.08B165.935,600
STX
Seagate Technology
4.708 of 5 stars
$88.73
-0.2%
$121.53
+37.0%
+14.3%$18.77B$7.27B23.1730,000Upcoming Earnings
SMCI
Super Micro Computer
4.8366 of 5 stars
$30.92
-5.2%
$66.89
+116.3%
-27.2%$17.29B$14.94B15.525,126Upcoming Earnings
Positive News
Gap Up
LOGI
Logitech International
3.0428 of 5 stars
$85.30
-0.5%
$92.88
+8.9%
-7.9%$13.49B$4.47B19.002,700
PAR
PAR Technology
1.4335 of 5 stars
$67.37
-0.7%
$79.25
+17.6%
+63.9%$2.61B$453.99M-269.471,480Gap Down
VYX
NCR Voyix
2.3756 of 5 stars
$12.93
-0.8%
$16.43
+27.1%
-11.3%$1.89B$3.59B2.9935,000
DBD
Diebold Nixdorf
4.4596 of 5 stars
$40.31
-1.8%
$62.50
+55.0%
+44.1%$1.51B$3.56B310.1021,000

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This page (NYSE:ANET) was last updated on 1/20/2025 by MarketBeat.com Staff
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