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Arista Networks (ANET) Competitors

$297.65
-6.01 (-1.98%)
(As of 05/31/2024 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 better investment? We will contrast the two businesses based on the strength of their profitability, media sentiment, dividends, community ranking, institutional ownership, risk, valuation, analyst recommendations and earnings.

Cisco Systems has a beta of 0.87, meaning that its share price is 13% less volatile than the S&P 500. Comparatively, Arista Networks has a beta of 1.13, meaning that its share price is 13% more volatile than the S&P 500.

In the previous week, Arista Networks had 5 more articles in the media than Cisco Systems. MarketBeat recorded 31 mentions for Arista Networks and 26 mentions for Cisco Systems. Arista Networks' average media sentiment score of 0.72 beat Cisco Systems' score of 0.67 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
11 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Arista Networks
14 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

73.3% of Cisco Systems shares are held by institutional investors. Comparatively, 82.5% of Arista Networks shares are held by institutional investors. 0.0% of Cisco Systems shares are held by insiders. Comparatively, 3.5% of Arista Networks shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

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%

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 73.28% of users gave Cisco Systems an outperform vote.

CompanyUnderperformOutperform
Cisco SystemsOutperform Votes
2414
73.28%
Underperform Votes
880
26.72%
Arista NetworksOutperform Votes
1291
74.58%
Underperform Votes
440
25.42%

Cisco Systems currently has a consensus price target of $56.47, suggesting a potential upside of 21.45%. Arista Networks has a consensus price target of $295.22, suggesting a potential downside of 0.82%. Given Arista Networks' higher possible upside, equities research analysts plainly 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$57.00B3.29$12.61B$2.9715.66
Arista Networks$5.86B15.92$2.09B$7.1841.46

Summary

Arista Networks beats Cisco Systems on 13 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$93.27B$27.94B$21.06B$17.81B
Dividend YieldN/A2.96%2.68%3.55%
P/E Ratio41.4615.85213.8722.67
Price / Sales15.925.37538.3511.15
Price / Cash47.7814.3230.1818.95
Price / Book11.864.146.405.90
Net Income$2.09B$1.62B$625.65M$976.46M
7 Day Performance-2.90%0.17%-0.68%0.62%
1 Month Performance16.62%1.31%2.83%4.79%
1 Year Performance78.58%60.76%27.61%24.00%

Arista Networks Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSCO
Cisco Systems
4.7621 of 5 stars
$46.28
-0.3%
$56.47
+22.0%
-6.4%$186.45B$57.00B15.5884,900Insider Selling
IBM
International Business Machines
4.1556 of 5 stars
$169.71
-0.7%
$181.29
+6.8%
+29.7%$155.90B$61.86B19.22305,300
HPQ
HP
4.7548 of 5 stars
$33.14
+1.2%
$34.00
+2.6%
+25.4%$32.50B$53.72B9.6958,000Earnings Report
Analyst Forecast
News Coverage
Gap Down
HPE
Hewlett Packard Enterprise
4.4227 of 5 stars
$18.43
+0.1%
$17.91
-2.8%
+22.4%$23.96B$28.08B12.7162,000Upcoming Earnings
Options Volume
JNPR
Juniper Networks
4.3708 of 5 stars
$34.42
-0.8%
$34.55
+0.4%
+17.6%$11.19B$5.56B49.883,374Positive News
FFIV
F5
3.9008 of 5 stars
$168.34
-0.9%
$185.10
+10.0%
+14.5%$9.87B$2.81B20.166,524Short Interest ↑
Positive News
EXTR
Extreme Networks
3.7975 of 5 stars
$11.48
+3.0%
$20.64
+79.8%
-45.9%$1.49B$1.31B-164.002,849Short Interest ↑
ATEN
A10 Networks
2.7476 of 5 stars
$15.39
+1.8%
$16.50
+7.2%
+2.0%$1.15B$254.68M25.23525Short Interest ↓
DGII
Digi International
3.8608 of 5 stars
$25.34
+1.9%
$36.50
+44.0%
-32.2%$921.87M$444.85M66.69822Analyst Upgrade
Short Interest ↓
Positive News
LTRX
Lantronix
3.2318 of 5 stars
$3.74
-0.3%
$8.50
+127.3%
-10.2%$140.55M$131.19M-20.78357Short Interest ↓
Positive News
Gap Up

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This page (NYSE:ANET) was last updated on 6/1/2024 by MarketBeat.com Staff

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