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Company Analysis

Arista Networks, Inc. ANET

A comprehensive view of key metrics, scores, and financial health for Arista Networks, Inc.

Overview of Arista Networks Inc

ANET NYQ
Technology Computer Hardware Large Cap
Arista Networks Inc (ANET), is a Large Cap company, in the Computer Hardware industry, last closed at $133.57, about 88.9% overvalued vs fair value, +57.0% 1Y return, placing in the top 25% of its sector.
$133.57
-0.34%
As of March 13, 2026
Previous close • Vol 90d: 50.9%
52-Week Range
Market Cap
$168.20B
Enterprise Value
$166.30B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.arista.com
HQ Santa Clara, CA
Employees 5,115
Fiscal year Dec 31

Next Events

Earnings May 5 Estimated

Fair Value Snapshot

Bear Base Bull
$13
$15
$16
Current: $133.57 -89% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$9.0B
28.6%%
Gross Profit
$5.7B
27.8%%
Operating Income
$3.8B
29.9%%
Net Income
$3.5B
23.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
104.7%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$1.6B
43.6% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Arista Networks, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
89
/100
Strong
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
85
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 94% Coverage
Trade-Off Triangle Visualization A ternary plot showing ANET's balance between Growth (32.0%), Profitability (40.6%), and Safety (27.5%). Growth 32% Safety 27% Profitability 41%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

74th percentile vs peers
74
Key Signals
Rev Growth YoY 28.6% 76p Revenue CAGR 3Y 27.2% 81p EPS CAGR 3Y 37.1% 80p EPS Growth YoY 23.6% 57p
Strengths
  • Revenue Cagr 3Y in top 20% of peers (27.2%, 81th percentile)
  • Eps Cagr 3Y in top 20% of peers (37.1%, 80th percentile)
  • Interest Coverage Ratio in top 20% of peers (27.92, 84th percentile)
  • Superior capital returns - 3 return metrics above peer median
Risks

No significant risks identified for this axis.

Profitability

94th percentile vs peers
94
Key Signals
Strengths
Risks
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Safety

63th percentile vs peers
64
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Arista Networks, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Bear
-
- - -
- upside
-
Base
$14.79
- - -
-88.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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