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

Does the media refer more to DELL or ANET?

In the previous week, Dell Technologies had 10 more articles in the media than Arista Networks. MarketBeat recorded 25 mentions for Dell Technologies and 15 mentions for Arista Networks. Arista Networks' average media sentiment score of 0.75 beat Dell Technologies' score of 0.39 indicating that Arista Networks is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Dell Technologies	7 Very Positive mention(s)	4 Positive mention(s)	10 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Neutral
Arista Networks	7 Very Positive mention(s)	2 Positive mention(s)	5 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community believe in DELL or ANET?

Arista Networks received 572 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.59% of users gave Arista Networks an outperform vote while only 60.21% of users gave Dell Technologies an outperform vote.

Company	Underperform	Outperform
Dell Technologies	Outperform Votes 740 60.21%	Underperform Votes 489 39.79%
Arista Networks	Outperform Votes 1312 74.59%	Underperform Votes 447 25.41%

Do institutionals & insiders believe in DELL or ANET?

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

Is DELL or ANET more profitable?

Arista Networks has a net margin of 40.29% compared to Dell Technologies' net margin of 4.36%. 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	4.36%	-191.91%	5.88%
Arista Networks	40.29%	30.52%	22.24%

Do analysts prefer DELL or ANET?

Dell Technologies currently has a consensus target price of $148.06, suggesting a potential upside of 26.19%. Arista Networks has a consensus target price of $100.70, suggesting a potential downside of 10.29%. Given Dell Technologies' stronger consensus rating and higher probable upside, equities research analysts clearly 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)	15 Buy rating(s)	0 Strong Buy rating(s)	2.83
Arista Networks	1 Sell rating(s)	3 Hold rating(s)	15 Buy rating(s)	0 Strong Buy rating(s)	2.74

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	$93.95B	0.87	$3.21B	$5.66	20.73
Arista Networks	$6.61B	21.38	$2.09B	$2.08	53.97

Which has more volatility & risk, DELL or ANET?

Dell Technologies has a beta of 0.9, suggesting that its stock price is 10% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.1, suggesting that its stock price is 10% more volatile than the S&P 500.

Summary

Arista Networks beats Dell Technologies on 10 of the 17 factors compared between the two stocks.