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Arista Networks

NYQ:ANET · US0404132054
Communications EquipmentX-Large

360

62
Medium confidence — indicative
EV / EBIT15
Price / Owner Earnings19
Owner Earnings Yield56
Dividend Yield1
Price/Sales1
EV / Gross Profit10
Price/Book15
Return on Capital93
Cash Return on Capital92
Return on Equity92
EBIT Margin100
Gross Profitability47
Cash Conversion51
Accruals15
Owner Earnings Margin94
Sales growth83
Profit Growth98
Long-Term EPS Growth79
Owner Earnings Growth60
Reinvestment84
Price momentum71
Debt load78
Refinancing30
Debt Payback100
Liquidity1
Analyst ratings82
Opinion Changes49
Price Target Upside45
Market mood100
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Arista Networks generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryCommunications Equipment
SizeX-Large
TypePublic Company
ExchangeNYSE
Founded2004
Employees4,874
Websitearista.com/en
ISINUS0404132054
Last UpdateApr 2, 2026
Indices
S&P 500 (USA)
Themes
Network BackboneMachine LearningNetwork SecurityCloud ManagementIaaS (Infrastructure as a Service)Data Center TechnologyCloud InfrastructureArtificial IntelligenceData Centers and FacilitiesCloud ComputingData Center AutomationHardwareInformation TechnologySoftware

Description

Arista Networks, Inc. (Arista) operates in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments. The company’s cloud networking solutions consist of its EOS, a set of network applications and its Etherne…

Analysis

Beloved champion

Arista Networks, Inc. is a beloved champion: its quality is genuine, and the market already prices it as exceptional. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is expensive. You pay 53.7× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 19% yearly growth; analysts expect 17%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is uncertain. The company scores 18/20 on our value-creation score: strong value creator.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
60
2023202420252026

All-time high

80

Jan 2024

All-time low

60

Mar 2026

Average rank

68

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
1
1
1
3
Price/Earnings
19
9
15
17
Price/Book
15
22
12
7
Dividend Yield
1
1
1
1
Value (overall)
10
1
1
1

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →