Dell Technologies (DELL) Competitors

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

Does the media prefer DELL or ANET?

In the previous week, Dell Technologies had 64 more articles in the media than Arista Networks. MarketBeat recorded 68 mentions for Dell Technologies and 4 mentions for Arista Networks. Dell Technologies' average media sentiment score of 0.85 beat Arista Networks' score of 0.57 indicating that Dell Technologies is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Dell Technologies	36 Very Positive mention(s)	5 Positive mention(s)	21 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive
Arista Networks	2 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Is DELL or ANET more profitable?

Arista Networks has a net margin of 40.29% compared to Dell Technologies' net margin of 4.32%. Arista Networks' return on equity of 30.52% beat Dell Technologies' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Dell Technologies	4.32%	-178.09%	5.64%
Arista Networks	40.29%	30.52%	22.24%

Which has preferable earnings & valuation, DELL or ANET?

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
Dell Technologies	$88.43B	1.15	$3.21B	$5.44	26.51
Arista Networks	$6.61B	19.36	$2.09B	$8.32	48.86

Do analysts prefer DELL or ANET?

Dell Technologies presently has a consensus target price of $146.50, suggesting a potential upside of 1.60%. Arista Networks has a consensus target price of $395.19, suggesting a potential downside of 2.78%. 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
Dell Technologies	0 Sell rating(s)	3 Hold rating(s)	14 Buy rating(s)	0 Strong Buy rating(s)	2.82
Arista Networks	1 Sell rating(s)	3 Hold rating(s)	15 Buy rating(s)	0 Strong Buy rating(s)	2.74

Which has more risk & volatility, DELL or ANET?

Dell Technologies has a beta of 0.89, suggesting that its share price is 11% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.08, suggesting that its share price is 8% more volatile than the S&P 500.

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

38.1% of Dell Technologies shares are held by institutional investors. Comparatively, 82.5% of Arista Networks shares are held by institutional investors. 46.7% of Dell Technologies shares are held by insiders. Comparatively, 3.5% of Arista Networks shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Does the MarketBeat Community believe in DELL or ANET?

Arista Networks received 573 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.59% of users gave Arista Networks an outperform vote while only 60.13% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Dell Technologies	Outperform Votes 736 60.13%	Underperform Votes 488 39.87%
Arista Networks	Outperform Votes 1309 74.59%	Underperform Votes 446 25.41%

Summary

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