Last Price$86.0(7.6%)
Market Cap$113.3B
LTM NOPAT
$2,572.2M
NOPAT margin
36.7%
5Y avg: 30.7%
EPV as % of EV
20.4%
Market-Implied Value of Growth,
MIVoG as % of EV
79.6%
Discount rate
9.5%
Stock quality
8/10
Great
ANET Earnings Power Value Model
| (USD M) | Mar'20 | Jun'20 | Sep'20 | Dec'20 | Mar'21 | Jun'21 | Sep'21 | Dec'21 | Mar'22 | Jun'22 | Sep'22 | Dec'22 | Mar'23 | Jun'23 | Sep'23 | Dec'23 | Mar'24 | Jun'24 | Sep'24 | Dec'24 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTM Revenue % growth | 2,338.3 2.8% | 2,270.6 (3.9%) | 2,221.6 (9.5%) | 2,317.5 (3.9%) | 2,462.0 5.3% | 2,628.8 15.8% | 2,772.1 24.8% | 2,948.0 27.2% | 3,157.5 28.2% | 3,502.1 33.2% | 3,930.2 41.8% | 4,381.3 48.6% | 4,855.6 53.8% | 5,262.6 50.3% | 5,595.3 42.4% | 5,860.2 33.8% | 6,080.2 25.2% | 6,311.7 19.9% | 6,613.1 18.2% | 7,003.1 19.5% |
LTM NOPAT % growth | 742.3 N/A | 703.3 (5.3%) | 668.3 (5.0%) | 600.9 (10.1%) | 651.8 8.5% | 709.2 8.8% | 775.3 9.3% | 835.3 7.7% | 900.2 7.8% | 1,005.2 11.7% | 1,131.1 12.5% | 1,305.7 15.4% | 1,486.3 13.8% | 1,630.3 9.7% | 1,791.5 9.9% | 1,945.3 8.6% | 2,102.5 8.1% | 2,262.3 7.6% | 2,416.8 6.8% | 2,572.2 6.4% |
Discount rate | 5.7% | 5.6% | 5.6% | 5.9% | 6.7% | 6.4% | 6.5% | 6.5% | 7.3% | 8.0% | 8.7% | 8.8% | 8.5% | 8.8% | 9.5% | 8.8% | 9.2% | 9.3% | 8.7% | 9.5% |
| Earnings Power Value (EPV) | 13,068.2 | 12,563.6 | 11,911.7 | 10,232.8 | 9,775.7 | 11,027.2 | 11,942.6 | 12,916.6 | 12,337.6 | 12,498.9 | 12,991.5 | 14,785.6 | 17,493.2 | 18,538.6 | 18,787.8 | 22,034.7 | 22,940.6 | 24,298.3 | 27,766.2 | 27,063.4 |
Enterprise Value (EV) | 13,133.8 | 13,203.2 | 13,356.9 | 19,225.6 | 20,078.3 | 24,927.4 | 23,435.7 | 40,761.5 | 39,276.6 | 25,808.1 | 32,195.6 | 34,269.9 | 46,899.2 | 45,939.0 | 53,411.5 | 69,031.3 | 85,815.7 | 104,499.7 | 113,317.3 | 132,767.7 |
| Market-Implied Value of Growth (MIVoG) | 65.5 | 639.6 | 1,445.3 | 8,992.7 | 10,302.6 | 13,900.2 | 11,493.1 | 27,844.9 | 26,939.0 | 13,309.2 | 19,204.1 | 19,484.3 | 29,405.9 | 27,400.4 | 34,623.7 | 46,996.7 | 62,875.1 | 80,201.4 | 85,551.1 | 105,704.2 |
| EPV as % of EV | 99.5% | 95.2% | 89.2% | 53.2% | 48.7% | 44.2% | 51.0% | 31.7% | 31.4% | 48.4% | 40.4% | 43.1% | 37.3% | 40.4% | 35.2% | 31.9% | 26.7% | 23.3% | 24.5% | 20.4% |
| MIVoG as % of EV | 0.5% | 4.8% | 10.8% | 46.8% | 51.3% | 55.8% | 49.0% | 68.3% | 68.6% | 51.6% | 59.6% | 56.9% | 62.7% | 59.6% | 64.8% | 68.1% | 73.3% | 76.7% | 75.5% | 79.6% |
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ANET NOPAT
Annual
Quarterly
LTM
ANET Earnings Power Value and Enterprise Value
Annual
LTM
Enterprise Value Breakdown
EPV and MIVoG as % of EV
ANET vs Peer Set: Earnings Power Value comparison
General
Earnings power value
Financial metrics
Company name
EPV as % of EV
MIVoG as % of EV
Revenue growth
EPS growth
Net income margin
Arista Networks, Inc.ANET
20.4%
79.6%
19.5%
34.5%
40.7%
Median Peer Set
67.3%
32.7%
(1.5%)
11.0%
5.1%
HP Inc.HPQ
111.8%
(11.8%)
(0.3%)
(14.6%)
5.2%
Western Digital CorporationWDC
101.9%
(1.9%)
5.6%
(51.3%)
(6.1%)
Super Micro Computer, Inc.SMCI
98.2%
1.8%
109.8%
79.3%
8.1%
Logitech International S.A.LOGI
69.6%
30.4%
(5.3%)
66.7%
14.2%
Dell Technologies Inc.DELL
68.5%
31.5%
(13.6%)
36.6%
3.6%
Seagate Technology Holdings plcSTX
66.1%
33.9%
(11.3%)
N/A
5.1%
NetApp, Inc.NTAP
44.6%
55.4%
(1.5%)
(19.3%)
15.7%
Pure Storage, Inc.PSTG
4.8%
95.2%
2.8%
(16.7%)
2.2%
IonQ, Inc.IONQ
(22.1%)
122.1%
N/A
N/A
N/A
Rigetti Computing, Inc.RGTI
(1,000.1%)
1,100.1%
(8.3%)
58.3%
(625.5%)
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FAQ
What is Arista Networks, Inc. Earnings Power Value?
As of Dec 31, 2024, Arista Networks, Inc.'s Earnings Power Value is approximately $27.1B.
What is Arista Networks, Inc. EV (Enterprise Value)?
As of Dec 31, 2024, Arista Networks, Inc.'s Enterprise Value (EV) estimates at $132.8B.
What is Arista Networks, Inc. NOPAT?
As of Dec 31, 2024, Arista Networks, Inc.'s Net operating profit after tax (NOPAT) is approximately $2,572.2M.