ANET vs. IBM, HPQ, CSCO, KLAC, PANW, DELL, ABNB, ADI, SNPS, and RELX
Should you be buying Arista Networks stock or one of its competitors? The main competitors of Arista Networks include International Business Machines (IBM), HP (HPQ), Cisco Systems (CSCO), KLA (KLAC), Palo Alto Networks (PANW), Dell Technologies (DELL), Airbnb (ABNB), Analog Devices (ADI), Synopsys (SNPS), and Relx (RELX). These companies are all part of the "computer and technology" sector.
Arista Networks (NYSE:ANET) and International Business Machines (NYSE:IBM) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their community ranking, earnings, institutional ownership, risk, analyst recommendations, media sentiment, profitability, valuation and dividends.
Arista Networks received 181 more outperform votes than International Business Machines when rated by MarketBeat users. Likewise, 74.57% of users gave Arista Networks an outperform vote while only 58.68% of users gave International Business Machines an outperform vote.
Arista Networks presently has a consensus price target of $293.00, suggesting a potential downside of 8.41%. International Business Machines has a consensus price target of $181.29, suggesting a potential upside of 7.25%. Given International Business Machines' higher probable upside, analysts clearly believe International Business Machines is more favorable than Arista Networks.
Arista Networks has a beta of 1.13, indicating that its stock price is 13% more volatile than the S&P 500. Comparatively, International Business Machines has a beta of 0.74, indicating that its stock price is 26% less volatile than the S&P 500.
82.5% of Arista Networks shares are owned by institutional investors. Comparatively, 59.0% of International Business Machines shares are owned by institutional investors. 3.5% of Arista Networks shares are owned by insiders. Comparatively, 0.1% of International Business Machines shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.
Arista Networks has a net margin of 37.64% compared to International Business Machines' net margin of 13.18%. International Business Machines' return on equity of 40.21% beat Arista Networks' return on equity.
International Business Machines has higher revenue and earnings than Arista Networks. International Business Machines is trading at a lower price-to-earnings ratio than Arista Networks, indicating that it is currently the more affordable of the two stocks.
In the previous week, International Business Machines had 18 more articles in the media than Arista Networks. MarketBeat recorded 49 mentions for International Business Machines and 31 mentions for Arista Networks. Arista Networks' average media sentiment score of 0.72 beat International Business Machines' score of 0.43 indicating that Arista Networks is being referred to more favorably in the media.
Summary
Arista Networks beats International Business Machines on 12 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding ANET and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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