ANET Rating

ANET Intrinsic Value

Key Highlights:
As of Mar 03, 2025 ANET Relative Value is $30.3, which is overvalued by 64.8%, compared to current share price of $86.0.
As of Mar 03, 2025 ANET DCF Value is $108.1, which is undervalued by 25.7%, compared to current share price of $86.0.
Methodology
Price per share, $
Current share price
86.0

ANET Share Price History

1W (7.2%)
1M (22.9%)
6M 5.3%
YTD 48.6%
1Y 19.5%
3Y 185.8%
5Y 617.9%
10Y 1,881.8%
Share Price
Intrinsic Value
Drawdown
Total Return
vs SP500
vs NASDAQ
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ANET Stock Metrics

Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
Base
$113.3B
$7,003.1M
Shares Outstanding
1,317M
Employees
4,412
Valuation (LTM)
Return on Capital
29.6%
21.2%
83.5%
23.3%
Earnings
May 05, 2025
MISS by (0.1%)
BEAT by 13.3%
10 Beat & null Miss

ANET Stock Financials

ANET Income Statement Metrics

Annual
Quarterly
LTM

Revenue

$7,003.1M +19.5% YoY

Operating Income

$2,944.6M +30.5% YoY

Net Income

$2,852.1M +36.6% YoY

ANET Cash Flow Statement Metrics

Annual
Quarterly
LTM

Operating Cash Flow (OCF)

$3,708.2M +82.3% YoY

Capital Expenditure (CAPEX)

($32.0M) -27.4% YoY

Free Cash Flow (FCF)

$3,676.2M +83.8% YoY

ANET Income Statement Overview

Annual
Quarterly
LTM
Dec'15
Dec'16
Dec'17
Dec'18
Dec'19
Dec'20
Dec'21
Dec'22
Dec'23
Dec'24
$7,003.1M 19.5% YoY
$4,491.3M 23.7% YoY
64.1% margin
Cost of revenue
$2,511.8M 12.6% YoY
Operating income
$2,944.6M 30.5% YoY
42.0% margin
Other: $9,420.0K
Net interest: $311.0M
Operating expenses
$1,546.7M 12.6% YoY
Pre-tax income
$3,265.0M 34.8% YoY
46.6% margin
Net income
$2,852.1M 36.6% YoY
40.7% margin
Income tax
$413.0M
12.6% tax rate
R&D
$996.7M 16.6% YoY
14.2% of revenue
SG&A
$550.0M 6.1% YoY
7.9% of revenue

ANET Balance Sheet Overview

Annual
Quarterly
LTM
Dec'15
Dec'16
Dec'17
Dec'18
Dec'19
Dec'20
Dec'21
Dec'22
Dec'23
Dec'24
Assets
Liabilities
Total assets
$14.0B
Current assets ($11.9B, 84.8% of total)
$8,303.5M (59.1%)
$1,140.5M (8.1%)
Other current assets
$2,466.9M (17.6%)
Non-current assets ($2,133.1M, 15.2% of total)
$62.0M (0.4%)
Other non-current assets
$1,972.3M (14.0%)
Financial position
($8,303.5M)
$8,303.5M$0.0
Cash & Short-term Investments
Total Debt

ANET Stock Ratios

ANET Earnings Surprises

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ANET Dividends

ANET Dividend Yield

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ANET Dividend Per Share

Competing with ANET

Overview
Ratings
Intrinsic Value
Valuation
Growth
Profitability
Health
Capital allocation
Momentum
Earnings
Dividends
Company name
Market Cap
Quality rating
Intrinsic value
1Y Return
Revenue
Free Cash Flow
Revenue growth
FCF margin
Gross margin
ROIC
Total Debt to Equity
$113.3B
8.3
$66.4
22.8% overvalued
19.5%
$7,003.1M
$3,676.2M
19.5%
52.5%
64.1%
83.5%
0.0%
$70.2B
5.0
$199.3
108.5% undervalued
(20.7%)
$71.6B
$2,019.0M
(19.0%)
2.8%
21.5%
13.8%
(1,771.2%)
$29.2B
5.6
$87.7
191.9% undervalued
6.9%
$53.8B
$3,266.0M
1.4%
6.1%
21.7%
44.3%
300.7%
$23.1B
7.2
$31.5
12.6% overvalued
(66.4%)
$10.6B
($1,150.6M)
14.6%
(10.9%)
24.9%
22.3%
29.9%
$21.7B
5.9
$92.7
7.3% overvalued
4.7%
$8,035.0M
$824.0M
24.2%
10.3%
31.8%
39.3%
(44.4%)
$20.0B
7.2
$99.1
3.5% undervalued
(5.7%)
$6,507.0M
$1,265.0M
5.3%
19.4%
70.5%
26.6%
200.4%
$16.8B
6.2
$82.9
76.4% undervalued
(26.9%)
$15.6B
$440.0M
38.6%
2.8%
37.3%
14.8%
59.7%
$16.8B
7.0
$15.0
69.6% overvalued
(11.3%)
$3,099.9M
$526.4M
9.5%
17.0%
70.4%
5.1%
21.5%
$15.0B
7.0
$95.0
2.7% overvalued
14.9%
$4,531.5M
$888.0M
6.7%
19.6%
42.7%
49.8%
(11.3%)
$5,278.9M
5.8
$2.2
90.3% overvalued
129.0%
$43.1M
($123.7M)
95.4%
(287.1%)
52.2%
(228.2%)
4.6%
$1,565.5M
4.8
$0.5
93.0% overvalued
355.6%
$11.9M
($65.8M)
(19.1%)
(553.0%)
33.5%
(110.9%)
18.3%

FAQ

What is Arista Networks, Inc. (ANET) stock rating?

As of today, Arista Networks, Inc. has a stock rating of 8 (out of 10), which is considered Great.

is Arista Networks, Inc. (ANET) a good stock to buy?

As of today, Arista Networks, Inc. has a Great stock rating, which is 22.8% overvalued. According to Value Sense backtesting, stocks with similar profile tend to outperform the market by 0.5%.