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Arista Networks

$001234567890012345678900123456789.0012345678900123456789+0.3%
52w low (est.) $128.10$219.14 52w high (est.)
Peers
Market data
Market cap
$235.41B
52-week range
$106.99 – $189.82
Beta (vs market)
1.60
Sector
Technology
Valuation
P/E ratio
64.0x
DCF fair value
$112.42
Margin of safety
-33.3%
Forward P/E
42.0x
PEG ratio
2.38
Quality & efficiency
Moat score
95/100
Return on equity
31.5%
Profit margin
38.3%
Growth & analysts
Revenue growth (YoY)
+35.1%
Analyst target
$190.09
Target upside
+12.8%
Analysts covering
27

About Arista Networks

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.

Valuation

ValueGrowthProfitHealthIncome63QUALITY
Overall Rating
47
Hold
Hold
Moat Score95
DCF Intrinsic Value
$112.42-33.3% downside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
$235.41B
P/E Ratio
64.0
Dividend Yield
0.00%
Revenue Growth
+35.1%
Profit Margin
38.3%
ROE
31.5%
Debt / Equity
0.00
Beta
1.60
High GrowthMomentum
vs Technology sector:P/E 64 vs 53 Moat 95 vs 10Yield 0.00% vs 0.1%

Statistics

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