Arista Networks Inc.

ANET

147.35 (0.87%) 1.28

Information Technology

Communications Equipment

Arista Networks Inc. engages in the development marketing and sale of data-driven client to cloud networking solutions for AI 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 cloud and AI networking cognitive adjacencies and cognitive network software and services. 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 cloud service providers financial services organizations government agencies media and entertainment healthcare oil and gas education manufacturing industrial 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. Arista Networks Inc. was formerly known as Arastra Inc. and changed its name to Arista Networks Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara California.

Quality Checklist 7/8

ROIC > 10%

Debt/Equity < 1

Current Ratio > 1

Quick Ratio > 1

Net Margin > 10%

Past Net Income CAGR > 0%

Est. EPS Growth > 5%

5Y Shares Out Change < 0%

0.0%of Portfolio

My holdings

Day change:

Total change:

Cost basis:

Market cap: $185.15(B)

EV: $165.30(B)

Total Equity: $12.37(B)

Earnings date: May-04-2026

P/E: 52.81

Forward P/E: 41.62

P/FCF: 43.59

P/S: 20.58

P/B: 14.96

EPS: $2.8

EPS (fwd): $3.5

FCF/share: $3.4

Revenue/share: $7.2

Book value/share: $9.8

ROIC: 31.7%

ROA: 21.7%

ROE: 31.7%

Debt/Equity: 0.01

Current Ratio: 3.00

Gross margin: 64.1%

Operating margin: 42.9%

Net margin: 39.0%

Dividend/share: $0.0

Div. yield: 0.00%

All Valuation Overview Growth Financials & KPIs Competitors & Peer Comparison Ownership Tools

ANET Valuation & Price Targets

Current Price

$147

Favorite Valuation Methods

PEvaluation

N/A

Analyst targets

N/A

DCF (2-stage)

N/A

More Valuation Methods

DCF (simple)

N/A

DCF (exit mult.)

N/A

DDM

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EPS growth

N/A

Revenue growth

N/A

Peter Lynch FV

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Graham No.

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PEvaluation

48% overvalued

Low

$58.0

Mid

$77.4

High

$96.7

Current price

$147.3

Fair P/E

Margin of safety

EPS

Market Model

Economic moat: None/narrow

EPS Estimates

	Low	Avg	High	#
FY+1	3.4	3.5	3.8	27
FY+2	3.8	4.3	5.2	29
FY+3	4.4	5.3	6.4	11
FY+4	6.3	6.3	6.3	1
FY+5	7.5	7.5	7.5	1

Analyst Price Targets

19% undervalued

Low

$140

Mid

$175

High

$220

Current price

$147

Analyst Recommendations

Strong Buy7

Buy21

Hold3

Sell0

Strong Sell0

2-stage DCF

First Stage Duration: 5 Years

Starting Free Cash Flow
First Stage Growth Rate
LowMidHigh

Terminal Growth Rate
LowMidHigh

Discount Rate

Discounted Cash Flow

Forecast years: 5 Years

Terminal Growth Rate
LowMidHigh

Discount Rate

Free cash flow estimates:

Y+1 est.

Y+2 est.

0.00%

Y+3 est.

0.00%

Y+4 est.

0.00%

Y+5 est.

0.00%

Discounted Cash Flow (exit mult.)

Forecast years: 5 Years

Exit FCF Multiple
LowMidHigh

Discount Rate

Free cash flow estimates:

Y+1 est.

Y+2 est.

0.00%

Y+3 est.

0.00%

Y+4 est.

0.00%

Y+5 est.

0.00%

Dividend Discount Model

Annual Dividend
First Stage Length (Years): 0 Years

First Stage Growth Rate
Final Growth Rate
Discount Rate

EPS Growth

Forecast years: 5 Years

Starting EPS
EPS Growth Rate
LowMidHigh

Final P/E
LowMidHigh

Discount Rate

Revenue Growth Valuation

Forecast Years: 10 Years

Base Revenue
Revenue Growth Rate
LowMidHigh

Final Net Margin
LowMidHigh

Final P/E Ratio
LowMidHigh

Discount Rate

Peter Lynch Fair Value

Earnings Per Share
Growth Rate

Graham Formula

Earnings Per Share
EPS Growth (7-10 years)
Government Bond Rate

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