Arista Networks (ANET) Competitors

Arista Networks (NYSE:ANET) and Airbnb (NASDAQ:ABNB) are related large-cap companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, earnings, profitability, dividends, analyst recommendations, risk, media sentiment and institutional ownership.

Which has preferable valuation & earnings, ANET or ABNB?

Arista Networks has higher earnings, but lower revenue than Airbnb. Airbnb 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	18.37	$2.85B	$2.36	43.41
Airbnb	$11.10B	7.70	$2.65B	$3.96	34.47

Do insiders & institutionals have more ownership in ANET or ABNB?

82.5% of Arista Networks shares are owned by institutional investors. Comparatively, 80.8% of Airbnb shares are owned by institutional investors. 3.5% of Arista Networks shares are owned by company insiders. Comparatively, 27.8% of Airbnb shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Do analysts prefer ANET or ABNB?

Arista Networks currently has a consensus price target of $109.33, suggesting a potential upside of 6.72%. Airbnb has a consensus price target of $141.23, suggesting a potential upside of 3.47%. Given Arista Networks' stronger consensus rating and higher probable upside, equities research analysts plainly believe Arista Networks is more favorable than Airbnb.

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
Airbnb	5 Sell rating(s)	16 Hold rating(s)	13 Buy rating(s)	2 Strong Buy rating(s)	2.33

Does the media refer more to ANET or ABNB?

In the previous week, Arista Networks had 33 more articles in the media than Airbnb. MarketBeat recorded 65 mentions for Arista Networks and 32 mentions for Airbnb. Airbnb's average media sentiment score of 1.23 beat Arista Networks' score of 0.89 indicating that Airbnb is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Arista Networks	38 Very Positive mention(s)	7 Positive mention(s)	10 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Airbnb	23 Very Positive mention(s)	5 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more risk & volatility, ANET or ABNB?

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

Is ANET or ABNB more profitable?

Arista Networks has a net margin of 40.72% compared to Airbnb's net margin of 22.60%. Airbnb's return on equity of 30.91% beat Arista Networks' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Arista Networks	40.72%	30.48%	21.72%
Airbnb	22.60%	30.91%	10.74%

Summary

Arista Networks beats Airbnb on 10 of the 16 factors compared between the two stocks.