Better Buy: Arista Networks vs. Juniper Networks
Arista Networks (NYSE: ANET) and Juniper Networks (NYSE: JNPR) are both smaller players in the networking hardware market dominated by Cisco (NASDAQ: CSCO). Arista sells network switches and encourages customers to replace traditional routers by combining its switches and software in software-defined networking (SDN) deployments. Juniper, which sells both switches and routers, is a more traditional networking company like Cisco.
I compared Arista to Juniper back in late February and declared Juniper's lower valuation and higher yield made it a "safer" investment than Arista. But since then, Juniper's stock has dipped 3% as Arista's stock has risen 6%.
Let's see why Arista outperformed Juniper, and whether or not that trend will continue over the next few quarters.
Source Fool.com
