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Arista Networks (ANET) Competitors

$295.15
-1.64 (-0.55%)
(As of 12:52 PM ET)

ANET vs. CSCO, IBM, HPQ, HPE, JNPR, FFIV, EXTR, ATEN, DGII, and LTRX

Should you be buying Arista Networks stock or one of its competitors? The main competitors of Arista Networks include Cisco Systems (CSCO), International Business Machines (IBM), HP (HPQ), Hewlett Packard Enterprise (HPE), Juniper Networks (JNPR), F5 (FFIV), Extreme Networks (EXTR), A10 Networks (ATEN), Digi International (DGII), and Lantronix (LTRX). These companies are all part of the "computer & office equipment" industry.

Arista Networks vs.

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

Cisco Systems received 1123 more outperform votes than Arista Networks when rated by MarketBeat users. However, 74.58% of users gave Arista Networks an outperform vote while only 73.24% of users gave Cisco Systems an outperform vote.

CompanyUnderperformOutperform
Cisco SystemsOutperform Votes
2414
73.24%
Underperform Votes
882
26.76%
Arista NetworksOutperform Votes
1291
74.58%
Underperform Votes
440
25.42%

73.3% of Cisco Systems shares are owned by institutional investors. Comparatively, 82.5% of Arista Networks shares are owned by institutional investors. 0.0% of Cisco Systems shares are owned by insiders. Comparatively, 3.5% of Arista Networks shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Cisco Systems presently has a consensus target price of $56.47, suggesting a potential upside of 24.11%. Arista Networks has a consensus target price of $295.22, suggesting a potential downside of 0.93%. Given Arista Networks' higher possible upside, equities research analysts clearly believe Cisco Systems is more favorable than Arista Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cisco Systems
1 Sell rating(s)
14 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.24
Arista Networks
1 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
0 Strong Buy rating(s)
2.76

Cisco Systems has higher revenue and earnings than Arista Networks. Cisco Systems 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
Cisco Systems$57.00B3.23$12.61B$2.9715.38
Arista Networks$5.86B15.80$2.09B$7.1841.16

Cisco Systems has a beta of 0.86, indicating that its share price is 14% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.08, indicating that its share price is 8% more volatile than the S&P 500.

Arista Networks has a net margin of 37.64% compared to Arista Networks' net margin of 21.88%. Cisco Systems' return on equity of 31.12% beat Arista Networks' return on equity.

Company Net Margins Return on Equity Return on Assets
Cisco Systems21.88% 30.82% 13.18%
Arista Networks 37.64%31.12%22.63%

In the previous week, Cisco Systems had 8 more articles in the media than Arista Networks. MarketBeat recorded 33 mentions for Cisco Systems and 25 mentions for Arista Networks. Arista Networks' average media sentiment score of 0.73 beat Cisco Systems' score of 0.61 indicating that Cisco Systems is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cisco Systems
14 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Arista Networks
15 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Arista Networks beats Cisco Systems on 12 of the 18 factors compared between the two stocks.

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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.
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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.
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ANET vs. The Competition

MetricArista NetworksComputer & office equipment IndustryComputer SectorNYSE Exchange
Market Cap$92.61B$27.88B$18.33B$17.59B
Dividend YieldN/A2.87%2.71%3.57%
P/E Ratio41.1613.95206.9921.77
Price / Sales15.805.14539.0314.01
Price / Cash46.7014.1029.6215.69
Price / Book12.743.596.794.71
Net Income$2.09B$1.62B$613.31M$973.10M
7 Day Performance-0.26%-0.24%2.16%-0.53%
1 Month Performance-5.91%-0.31%2.35%-0.39%
1 Year Performance81.85%-16.24%12.22%10.29%

Arista Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSCO
Cisco Systems
4.789 of 5 stars
$47.42
+1.7%
$56.47
+19.1%
-7.7%$187.94B$57.00B15.9784,900Analyst Forecast
Analyst Revision
IBM
International Business Machines
3.644 of 5 stars
$165.79
+0.3%
$181.29
+9.3%
+25.7%$151.83B$61.86B18.78305,300
HPQ
HP
4.4282 of 5 stars
$35.35
+0.1%
$34.64
-2.0%
+22.3%$34.56B$53.72B11.9458,000
HPE
Hewlett Packard Enterprise
4.6643 of 5 stars
$17.60
-2.0%
$18.20
+3.4%
+26.9%$23.34B$29.14B12.1362,000Earnings Report
Dividend Announcement
Analyst Upgrade
High Trading Volume
JNPR
Juniper Networks
4.3382 of 5 stars
$35.24
-0.6%
$34.55
-2.0%
+17.8%$11.52B$5.56B51.073,374Positive News
FFIV
F5
4.2997 of 5 stars
$167.81
+0.5%
$185.10
+10.3%
+12.8%$9.78B$2.81B20.106,524Positive News
EXTR
Extreme Networks
3.9664 of 5 stars
$11.36
+0.4%
$20.64
+81.7%
-50.1%$1.47B$1.31B-162.292,849Analyst Forecast
Positive News
ATEN
A10 Networks
3.4492 of 5 stars
$14.36
-2.4%
$16.50
+14.9%
-0.6%$1.07B$251.70M23.54525Analyst Upgrade
Positive News
DGII
Digi International
3.6243 of 5 stars
$23.67
-0.8%
$36.50
+54.2%
-39.4%$867.53M$444.85M62.29822Analyst Downgrade
LTRX
Lantronix
2.8856 of 5 stars
$3.77
-1.3%
$8.50
+125.5%
-12.5%$143.56M$131.19M-20.94357

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This page (NYSE:ANET) was last updated on 6/10/2024 by MarketBeat.com Staff

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