Arista Networks, Inc. (ANET) — Stock Score Summary

Arista Networks, Inc. (ANET) has a MoatMap StockRank of 78/100 based on Quality (77/100), Value (25/100), and Momentum (59/100) factor scores. The current signal is BUY. Arista Networks is the ultimate pick-and-shovel play for the AI infrastructure buildout. As physical chip packaging bottlenecks limit raw compute scaling, optimizing network throughput via Arista's high-speed Ethernet switches (EOS) becomes the most cost-effective way to maximize GPU cluster utilization. Arista boasts a pristine balance sheet, >30% ROIC, and a massive software-driven moat that perfectly aligns with our Terry Smith and Warren Buffett lenses.

Arista Networks, Inc. specializes in delivering high-performance cloud networking solutions, including advanced switches, routers, and its proprietary Extensible Operating System (EOS) software, designed for large data center and cloud computing environments. The company's competitive edge lies in its technological leadership, offering superior speed, scalability, and programmability that appeals to hyperscale cloud providers and major enterprises. This focus on software-driven networking allows Arista to disrupt traditional players and maintain a strong market position in next-generation data infrastructure.

Key Financial Metrics

Price$152.16
Market Cap$195.5B
P/E (TTM)57.05
P/E (Forward)37.31
Price/Book15.50
Return on Equity31.5%
Return on Invested Capital27.4%
Gross Margin63.5%
Operating Margin42.7%
Revenue Growth35.1%
Free Cash Flow$4.4B

Arista Networks, Inc. operates in the Computer Hardware industry, part of the Technology sector (United States).

Frequently Asked Questions

What is Arista Networks, Inc.’s (ANET) StockRank?
MoatMap’s StockRank for Arista Networks, Inc. (ANET) is 78/100, with a Buy signal. It is a composite of Quality (77), Value (25), and Momentum (59) factor ranks across MoatMap’s 19,000+ stock universe.
Does Arista Networks, Inc. have an economic moat?
Arista Networks, Inc. (ANET) has a Quality factor score of 77/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Arista Networks, Inc. a buy, hold, or sell?
MoatMap’s current signal for Arista Networks, Inc. (ANET) is Buy, based on a StockRank of 78/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Arista Networks, Inc. in?
Arista Networks, Inc. (ANET) operates in the Technology sector, specifically the Computer Hardware industry (United States).
Browse all ranked stocksANET deep dive reportAI ChampionsHow we score stocksSense-check another stock