Arista Networks (ANET) Competitors

$274.40
+12.54 (+4.79%)
(As of 05/3/2024 08:51 PM ET)

ANET vs. HPQ, HPE, IBM, CSCO, SNPS, RELX, CDNS, APH, DELL, and PYPL

Should you be buying Arista Networks stock or one of its competitors? The main competitors of Arista Networks include HP (HPQ), Hewlett Packard Enterprise (HPE), International Business Machines (IBM), Cisco Systems (CSCO), Synopsys (SNPS), Relx (RELX), Cadence Design Systems (CDNS), Amphenol (APH), Dell Technologies (DELL), and PayPal (PYPL). These companies are all part of the "computer and technology" sector.

Arista Networks vs.

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

HP received 207 more outperform votes than Arista Networks when rated by MarketBeat users. However, 74.59% of users gave Arista Networks an outperform vote while only 60.94% of users gave HP an outperform vote.

CompanyUnderperformOutperform
Arista NetworksOutperform Votes
1286
74.59%
Underperform Votes
438
25.41%
HPOutperform Votes
1493
60.94%
Underperform Votes
957
39.06%

In the previous week, Arista Networks had 28 more articles in the media than HP. MarketBeat recorded 36 mentions for Arista Networks and 8 mentions for HP. Arista Networks' average media sentiment score of 0.49 beat HP's score of 0.42 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
12 Very Positive mention(s)
9 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
HP
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

HP has higher revenue and earnings than Arista Networks. HP is trading at a lower price-to-earnings ratio than Arista Networks, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Arista Networks$5.86B14.64$2.09B$6.5741.77
HP$53.72B0.51$3.26B$3.428.24

Arista Networks presently has a consensus price target of $285.53, suggesting a potential upside of 4.06%. HP has a consensus price target of $33.11, suggesting a potential upside of 17.50%. Given HP's higher probable upside, analysts plainly believe HP 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)
17 Buy rating(s)
0 Strong Buy rating(s)
2.80
HP
1 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.67

82.5% of Arista Networks shares are held by institutional investors. Comparatively, 77.5% of HP shares are held by institutional investors. 19.0% of Arista Networks shares are held by company insiders. Comparatively, 0.4% of HP shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Arista Networks has a beta of 1.13, indicating that its share price is 13% more volatile than the S&P 500. Comparatively, HP has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500.

Arista Networks has a net margin of 35.62% compared to HP's net margin of 6.45%. Arista Networks' return on equity of 31.44% beat HP's return on equity.

Company Net Margins Return on Equity Return on Assets
Arista Networks35.62% 31.44% 22.54%
HP 6.45%-181.02%9.23%

Summary

Arista Networks beats HP on 14 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

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.
Skip Chart

Media Sentiment Over Time

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.
Skip Chart

ANET vs. The Competition

MetricArista NetworksComputer & office equipment IndustryComputer SectorNYSE Exchange
Market Cap$85.79B$27.17B$18.79B$17.31B
Dividend YieldN/A3.09%2.74%3.53%
P/E Ratio41.7717.72241.4424.48
Price / Sales14.644.81520.6010.57
Price / Cash43.1813.7227.9518.04
Price / Book11.834.126.705.27
Net Income$2.09B$1.62B$615.63M$960.00M
7 Day Performance4.07%-1.53%2.51%2.23%
1 Month Performance-7.80%-8.49%1.48%0.51%
1 Year Performance98.87%-7.88%25.27%20.18%

Arista Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HPQ
HP
4.7012 of 5 stars
$28.09
-0.6%
$33.11
+17.9%
-6.5%$27.55B$53.72B8.2158,000
HPE
Hewlett Packard Enterprise
4.5213 of 5 stars
$17.00
-1.0%
$17.91
+5.3%
+19.5%$22.10B$29.14B11.7262,000
IBM
International Business Machines
4.1834 of 5 stars
$166.19
-0.7%
$184.08
+10.8%
+34.0%$152.35B$61.86B18.82305,300Earnings Report
Dividend Increase
CSCO
Cisco Systems
4.7423 of 5 stars
$46.98
-1.7%
$55.53
+18.2%
+1.9%$190.23B$57.00B14.2884,900
SNPS
Synopsys
4.6627 of 5 stars
$530.59
-2.6%
$601.00
+13.3%
+44.5%$80.91B$5.84B58.4420,300Positive News
RELX
Relx
1.1458 of 5 stars
$41.19
-0.9%
N/A+38.0%$77.42B$9.91B24.6636,500Gap Up
CDNS
Cadence Design Systems
4.8703 of 5 stars
$275.63
-2.4%
$326.11
+18.3%
+37.2%$75.01B$4.09B71.7811,200Insider Selling
APH
Amphenol
4.6273 of 5 stars
$120.77
-1.1%
$118.83
-1.6%
+62.0%$72.65B$12.55B36.9395,000Dividend Announcement
DELL
Dell Technologies
4.682 of 5 stars
$124.64
-2.4%
$104.63
-16.1%
+175.6%$88.97B$88.43B28.52120,000
PYPL
PayPal
4.7247 of 5 stars
$67.92
+1.4%
$70.72
+4.1%
-12.4%$71.50B$29.77B17.6927,200Earnings Report
High Trading Volume

Related Companies and Tools

This page (NYSE:ANET) was last updated on 5/6/2024 by MarketBeat.com Staff

From Our Partners