Arista Networks (NYSE:ANET) & ODDITY Tech (NASDAQ:ODD) Head to Head Comparison

Arista Networks (NYSE:ANET) and ODDITY Tech (NASDAQ:ODD) are both computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, profitability, valuation, analyst recommendations, risk, institutional ownership and dividends.

Institutional and Insider Ownership

82.5% of Arista Networks shares are owned by institutional investors. Comparatively, 35.9% of ODDITY Tech shares are owned by institutional investors. 3.4% of Arista Networks shares are owned by 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.

Profitability

This table compares Arista Networks and ODDITY Tech’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Arista Networks	38.99%	30.37%	20.07%
ODDITY Tech	13.68%	29.84%	11.22%

Volatility and Risk

Arista Networks has a beta of 1.48, meaning that its stock price is 48% more volatile than the S&P 500. Comparatively, ODDITY Tech has a beta of 2.92, meaning that its stock price is 192% more volatile than the S&P 500.

Earnings & Valuation

This table compares Arista Networks and ODDITY Tech”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Arista Networks	$9.01 billion	24.71	$3.51 billion	$2.76	64.04
ODDITY Tech	$809.84 million	1.14	$110.75 million	$1.80	8.92

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

Analyst Ratings

This is a breakdown of recent ratings for Arista Networks and ODDITY Tech, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Arista Networks	0	2	20	3	3.04
ODDITY Tech	3	9	1	0	1.85

Arista Networks currently has a consensus price target of $177.83, suggesting a potential upside of 0.61%. ODDITY Tech has a consensus price target of $31.36, suggesting a potential upside of 95.29%. Given ODDITY Tech’s higher possible upside, analysts plainly believe ODDITY Tech is more favorable than Arista Networks.

Summary

Arista Networks beats ODDITY Tech on 13 of the 15 factors compared between the two stocks.

About Arista Networks

Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center and cloud networking systems, including newer artificial intelligence (AI) ethernet switching platforms; campus wired and wireless products, and routing systems addressing Core Routing, Edge Routing, Data Center Interconnect (DCI), Multi-cloud and Wide Area Networking (WAN) use cases; and a suite of value-add software solutions that leverage EOS to provide end-to-end orchestration, automation, analytics, network monitoring, and security. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, telecommunication service providers, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.

About ODDITY Tech

Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States and internationally. It serves consumers worldwide through its AI-driven online platform, which uses data science, machine learning, and computer vision capabilities to identify consumer needs, and develop solutions in the form of beauty and wellness products. The company sells beauty, hair, and skin products under the IL MAKIAGE and SpoiledChild brands. In addition, it operates ODDITY LABS, a biotechnology center, which develops various ingredients, including novel molecules, probiotics, and peptides for beauty and wellness products. Oddity Tech Ltd. was incorporated in 2013 and is headquartered in Tel Aviv, Israel.