Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ANET
Strong BuyPremium GrowerFLAGArista Networks, Inc. · Technology · United States · $246.4B · Avg Vol: $1.3B/d
Arista Networks has strong quality Q82 and momentum M69 with a buyback on file, but value at V25 is below the calibrated floor, so stage one fails. Insider selling is separately adverse.
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 4.4B | 5.9B | 7.0B | 9.0B | 27.1% | 10.5B | 12.7B | 16.2B | 33.9% |
| EPS | — | 1.10 | 1.69 | 2.27 | 2.79 | 36.3% | 3.16 | 3.85 | 4.83 | 31.6% |
| Shares | — | 1.2B | 1.2B | 1.3B | 1.3B | +2.4% | 1.3B | — | — | — |
| Debt | 56.5M | 44.0M | — | — | — | -22.2% | — | — | — | — |
| Equity | — | 4.9B | 7.2B | 10.0B | 12.4B | 36.3% | — | — | — | — |
| Op CF | — | 492.8M | 2.0B | 3.7B | 4.4B | 107.0% | 5.3B | — | — | — |
| Inv CF | — | 216.3M | -687.5M | -2.5B | -3.6B | — | — | — | — | — |
| Fin CF | — | -654.6M | -83.8M | -421.8M | -1.6B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ANET are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ANET | Arista Networks, Inc.(you) | $246.4B | 84 | Strong Buy |
| SNDK | Sandisk Corporation | $217.4B | 87 | Strong Buy |
| STX | Seagate Technology Holdings plc | $188.1B | 82 | Strong Buy |
| WDC | Western Digital Corporation | $165.7B | 86 | Strong Buy |
| DELL | Dell Technologies Inc. | $294.8B | 95 | Strong Buy |
| 6669.TW | Wiwynn Corporation | $126.9B | 62 | Hold |
| 0992.HK | Lenovo Group Limited | $47.4B | 92 | Strong Buy |
| 002415.SZ | Hangzhou Hikvision Digital Technology Co., Ltd. | $47.9B | 95 | Strong Buy |
| SMCI | Super Micro Computer, Inc. | $24.0B | 86 | Strong Buy |
| 2382.TW | Quanta Computer Inc. | $43.1B | 69 | Buy |
Peer medians: ROE 7.6% · P/E 28.3x · Gross margin 32.4%