Dell Technologies (DELL) Competitors

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

Which has more risk and volatility, ANET or DELL?

Arista Networks has a beta of 1.3, suggesting that its stock price is 30% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.94, suggesting that its stock price is 6% less volatile than the S&P 500.

Do analysts prefer ANET or DELL?

Arista Networks presently has a consensus price target of $106.43, indicating a potential upside of 44.80%. Dell Technologies has a consensus price target of $138.88, indicating a potential upside of 62.97%. Given Dell Technologies' stronger consensus rating and higher possible 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

Do insiders and institutionals have more ownership in 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 company insiders. Comparatively, 46.7% of Dell Technologies shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Does the media prefer ANET or DELL?

In the previous week, Arista Networks had 10 more articles in the media than Dell Technologies. MarketBeat recorded 70 mentions for Arista Networks and 60 mentions for Dell Technologies. Arista Networks' average media sentiment score of 1.08 beat Dell Technologies' score of 0.74 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	44 Very Positive mention(s)	4 Positive mention(s)	9 Neutral mention(s)	6 Negative mention(s)	2 Very Negative mention(s)	Positive
Dell Technologies	34 Very Positive mention(s)	4 Positive mention(s)	15 Neutral mention(s)	6 Negative mention(s)	0 Very Negative mention(s)	Positive

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 29.91% beat Dell Technologies' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Arista Networks	40.72%	29.91%	21.67%
Dell Technologies	4.36%	-191.91%	5.88%

Does the MarketBeat Community believe in 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 60.44% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Arista Networks	Outperform Votes 1325 74.56%	Underperform Votes 452 25.44%
Dell Technologies	Outperform Votes 750 60.44%	Underperform Votes 491 39.56%

Which has stronger valuation & earnings, 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	13.24	$2.85B	$2.22	33.11
Dell Technologies	$95.57B	0.62	$3.21B	$6.22	13.70

Summary

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