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 compare the two companies based on the strength of their analyst recommendations, institutional ownership, profitability, community ranking, valuation, risk, dividends, media sentiment and earnings.

Does the media refer more to ANET or DELL?

In the previous week, Arista Networks had 81 more articles in the media than Dell Technologies. MarketBeat recorded 140 mentions for Arista Networks and 59 mentions for Dell Technologies. Arista Networks' average media sentiment score of 1.13 beat Dell Technologies' score of 0.87 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	86 Very Positive mention(s)	15 Positive mention(s)	20 Neutral mention(s)	5 Negative mention(s)	0 Very Negative mention(s)	Positive
Dell Technologies	34 Very Positive mention(s)	7 Positive mention(s)	12 Neutral mention(s)	4 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts recommend ANET or DELL?

Arista Networks currently has a consensus target price of $113.79, indicating a potential upside of 15.75%. Dell Technologies has a consensus target price of $145.00, indicating a potential upside of 23.24%. Given Dell Technologies' stronger consensus rating and higher probable upside, analysts plainly 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

Which has preferable earnings & valuation, 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	17.70	$2.09B	$2.22	44.28
Dell Technologies	$93.95B	0.88	$3.21B	$5.66	20.79

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%

Do insiders and institutionals hold more shares of ANET or DELL?

82.5% of Arista Networks shares are held by institutional investors. Comparatively, 76.4% of Dell Technologies shares are held by institutional investors. 3.5% of Arista Networks shares are held by insiders. Comparatively, 46.7% of Dell Technologies shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Does the MarketBeat Community favor ANET or DELL?

Arista Networks received 574 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.56% of users gave Arista Networks an outperform vote while only 60.37% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Arista Networks	Outperform Votes 1319 74.56%	Underperform Votes 450 25.44%
Dell Technologies	Outperform Votes 745 60.37%	Underperform Votes 489 39.63%

Which has more risk & volatility, ANET or DELL?

Arista Networks has a beta of 1.09, meaning that its share price is 9% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.9, meaning that its share price is 10% less volatile than the S&P 500.

Summary

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