Arista Networks (ANET) Competitors

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

Which has better 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	21.08	$2.85B	$2.36	49.81
Airbnb	$11.10B	7.22	$2.65B	$3.96	32.33

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%

Does the media prefer ANET or ABNB?

In the previous week, Arista Networks had 28 more articles in the media than Airbnb. MarketBeat recorded 68 mentions for Arista Networks and 40 mentions for Airbnb. Arista Networks' average media sentiment score of 1.28 beat Airbnb's score of 1.06 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	55 Very Positive mention(s)	2 Positive mention(s)	5 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Airbnb	27 Very Positive mention(s)	2 Positive mention(s)	8 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

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

82.5% of Arista Networks shares are held by institutional investors. Comparatively, 80.8% of Airbnb shares are held by institutional investors. 3.4% of Arista Networks shares are held by company insiders. Comparatively, 27.9% of Airbnb shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Which has more risk and volatility, ANET or ABNB?

Arista Networks has a beta of 1.37, suggesting that its stock price is 37% more volatile than the S&P 500. Comparatively, Airbnb has a beta of 1.13, suggesting that its stock price is 13% more volatile than the S&P 500.

Do analysts prefer ANET or ABNB?

Arista Networks currently has a consensus price target of $114.00, suggesting a potential downside of 3.03%. Airbnb has a consensus price target of $142.10, suggesting a potential upside of 11.00%. Given Airbnb's higher possible upside, analysts plainly believe Airbnb is more favorable than Arista Networks.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Arista Networks	0 Sell rating(s)	5 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.74
Airbnb	5 Sell rating(s)	17 Hold rating(s)	13 Buy rating(s)	2 Strong Buy rating(s)	2.32

Summary

Arista Networks beats Airbnb on 11 of the 17 factors compared between the two stocks.