
Arista Networks Inc
ANET 106.87 (0.00%) 0.00
134.63(B)
Information Technology
Communications Equipment
Holdings:
Shares:
Cost basis:
Arista Networks Inc (ANET) price target and intrinsic value estimate
ANET's fair price estimate is $42.0
This valuation is based on a fair P/E of 15.3 and EPS estimates of $2.74
The median analyst price target for ANET is $115.0.
Analyst price targets range from $75.0 to $145.0
Is ANET overvalued or undervalued?
ANET is currently trading at $106.87
ANET is overvalued by 155% using the pevaluation method.
ANET is undervalued by 7% compared to median analyst price targets.
Do you agree with this valuation?
Valuation
PEvaluation
Current price
$106.87
Overvalued
Low
$31.5
Median
$42.0
High
$52.4
Fair P/E
Margin of safety
Analyst valuation
Current price
$106.87
Fairly valued
Low
$75
Median
$115
High
$145
Discounted cash-flow
N/A
Negative FCF or FCF estimates
Negative FCF or FCF estimates
Discount
rate10%
rate10%
Terminal
rate5%
rate5%
Growth p.
length5y
length5y
Growth p.
rate10%
rate10%
Economic moat: None/narrow
Overview
Market data
Market cap:$134.63(B)
Enterprise value:$127.27(B)
Total Equity:$9.25(B)
Shares outstanding:1.26(B)
Div. yield:0.00%
P/S:20.24
P/E:50.17
P/FCF:42.41
P/B:14.56
EPS:$2.1
FCF per share:$2.5
Dividend per share:$0.0
Income (TTM)
Revenue$6.61(B)
Gross profit$4.26(B)
EBITDA$2.83(B)
Net income$2.66(B)
Gross margin64.4%
Net margin40.3%
Balance sheet
Total assets$12.85(B)
Total liabilities$3.60(B)
Cash & Short-term inv.$7.43(B)
Long-term debt$0
Debt issued$0
Debt repaid$0
Cash flow (TTM)
FCF$3.18(B)
CapEx$-25.59(M)
Dividends paid$0
Stock issued$63.80(M)
Stock repurchased$-356.90(M)
Stock-based comp.$335.99(M)
Future Growth
Revenue
CAGR: 17.6%FY+1$6.97(B)
FY+2$8.30(B)
FY+3$9.78(B)
FY+4$13.08(B)
FY+5$13.34(B)
Net Income
CAGR: 23.1%FY+1$2.81(B)
FY+2$3.19(B)
FY+3$3.77(B)
FY+4$5.23(B)
EPS
CAGR: 16.3%FY+1$2.19
FY+2$2.47
FY+3$2.91
FY+4$3.91
FY+5$4.01
FCF per share
CAGR: 24.6%FY+1$2.28
FY+2$2.45
FY+3$3.28
FY+4$4.41
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Historical Financials
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Income
RevenueNet IncomeCOGSGross ProfitTotal OpEx.R&DSG&AOperating IncomeInterest ExpenseInterest IncomePre-tax incomeIncome tax
Cash flow
FCFCFONet IncomeD&AStock-based Comp.CFFStock IssuedStock RepurchasedDebt IssuedDebt RepaidDividend PaidCFIAcquisitionsDivestituresCapital Expenditures
Balance sheet
Total AssetsTotal LiabilitiesCurrent assetsCash and EquivalentsShort-term investmentsInventoriesReceivablesNon-current assetsNet PP&EGoodwillCurrent liabilitiesAccounts payableNon-current liabilitiesLong-Term DebtTotal Equity
Shares outstanding
Shares (Basic)Shares (Diluted)
Per share data
EPS (Basic)EPS (Diluted)FCF/ShareDividend/ShareBook value/Share
Ratios
P/EP/FCFP/BP/SEV/EarningsEV/FCFDebt/EquityPayout ratio
Margins
Net Income MarginOperating MarginGross MarginEBITDA MarginFCF Margin
Returns
ROICROAROCEROE
Market Cap.
Market Cap.