Arista Networks, Inc.

  • Earnings Score
  • Moat Score
  • Market Cap $123.49B
  • PE 43
  • Debt -
  • Cash $2.76B
  • EV -
  • FCF $3.68B

Earnings

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Sales & Net Margins

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Earnings$2.85B
EBIT$3.27B
ROE29%
ROA23%
FCF$3.68B
Equity$9.99B
Growth Stability100%
PE43.3
PEG1.09
PB12.36
P/FCF33.59
P/S17.63
Price/Cash0.02
Net Margins41%
Gross Margins64%
Op. Margins47%
Earnings CAGR37%
Sales Growth YoY25%
Sales Growth QoQ7%
Sales CAGR24%
FCF CAGR29%
Equity CAGR30%
Earnings Stability0.93
Earnings Growth YoY31%
Earnings Growth QoQ7%
Earnings CAGR 5Y40%
Sales CAGR 5Y32%
FCF CAGR 5Y30%
Equity CAGR 5Y30%
Earnings CAGR 3Y32%
Sales CAGR 3Y32%
FCF CAGR 3Y103%
Equity CAGR 3Y42%
Market Cap$123.49B
Revenue$7.00B
Assets$14.04B
Cash$2.76B
Shares Outstanding1.26B
Earnings Score95%
Moat Score97%
Working Capital9.18B
Current Ratio4.36
Gross Profit$4.49B
Shares Growth 3y1%
Equity Growth QoQ8%
Equity Growth YoY38%

Assets & ROA

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Stockholders Equity & ROE

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Arista Networks is a software and hardware provider for the networking solutions sector. Operating as one business unit, software, switching, and router products are targeted for high-performance networking applications, while service revenue comes from technical support. Customer markets include data centers, enterprises, service providers, and campuses. The company is headquartered in Santa Clara, California, and generates most of its revenue in the Americas. It also sells into Europe, the Middle East, Africa, and Asia-Pacific.

SEC Filings

Direct access to Arista Networks, Inc. (ANET) Annual Reports (10K) and Quarterly Reports (10Q) from the SEC website.

  • 2024
    • 10-K Dec 31
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31
  • 2023
    • 10-K Dec 31
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31
  • 2022
    • 10-K Dec 31
    • 10-Q Sep 30
    • 10-Q Jun 30
    • 10-Q Mar 31

Sector Comparison

How does Arista Networks, Inc. compare to its competitors?

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Peter Lynch's Chart

This chart shows the current pricing of Arista Networks, Inc. compared to its past. The addition of the earnings trend line provides further insights into the company's earnings power.

CAGR 37%
Stability 93%
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Arista Networks, Inc. Discounted Cash Flow

Fully customizable DCF calculator online for Arista Networks, Inc..

= $285B
012345678910TV
fcf$3.7B$4.8B$6.1B$8B$10B$13B$17B$22B$29B$37B$48B$481B
DCF$4.3B$5.1B$6B$7B$8.3B$9.7B$11B$13B$16B$19B$185B
Value$285B

Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years12/201512/201612/201712/201812/201912/202012/202112/202212/202312/2024TTM
Net Margins14%16%26%15%36%27%29%31%36%41%41%
ROA-14%19%9%21%16%16%23%24%23%23%
ROE-17%25%15%30%19%21%28%29%29%29%

Safety and Stability

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years12/201512/201612/201712/201812/201912/202012/202112/202212/202312/2024TTM
Debt over FCF-----------
Debt over Equity-----------
Growth Stability---100%100%100%100%100%100%100%100%

Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years12/201512/201612/201712/201812/201912/202012/202112/202212/202312/2024CAGR 5Y
Revenue YoY growth-35%46%31%12%-4%27%49%34%20%32%
Earnings YoY growth-54%131%-22%162%-26%33%61%54%37%40%
Equity YoY growth-41%50%29%35%15%20%23%48%38%30%
FCF YoY growth--39%460%-22%98%-24%32%-53%346%84%30%