Arista Networks Inc. (ANET)$154.03
Market Cap: 113.48 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Arista Networks Inc. (ANET).
TECHNOLOGY
COMPUTER HARDWARE
DCF ready
Valuation
26.2x
EV/FCF, 3.8% FCF yield
Quality
0.0%
ROIC, 47.2% FCF margin
Growth
31.2%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 3.0x current ratio
Superinvestors
1
Top: Francois Rochon (1.9%)
Strengths to research
- Revenue compounded at 31.2% over five years.
- Free cash flow compounded at 42.7% over five years.
- Free cash flow margin is healthy at 47.2%.
- Debt/equity looks manageable at 0.0x.
Watchouts
- P/E is elevated at 56.0x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for ANET.
Grade B
67
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| ANET Target | Arista Networks Inc. | $113.5B | 56.0x | 26.2x | 0.0% | 31.2% | 47.2% | 64.1% | -0.5x | N/A |
| CRWD | CrowdStrike Holdings Inc. | $109.9B | -1020.7x | 79.9x | -3.6% | N/A | N/A | N/A | N/A | N/A |
| MSTR | MicroStrategy Inc. | $105.7B | -10.5x | -1478.6x | -7.4% | -0.1% | -15.8% | 68.7% | N/A | N/A |
| ADP | Automatic Data Processing Inc. | $123.4B | 22.6x | 24.3x | 65.9% | 7.1% | 24.0% | N/A | N/A | N/A |
| APP | Applovin Corp. | $102.1B | 49.4x | 26.0x | 59.0% | 30.4% | 72.5% | N/A | 0.2x | N/A |
| SHOP | Shopify Inc. | $127.0B | 109.6x | 62.5x | 9.1% | 31.6% | 17.4% | 48.1% | -1.0x | N/A |
| ARM | Arvinmeritor Inc. | $128.5B | 408.7x | 710.4x | 11.6% | N/A | 4.4% | 97.0% | -2.1x | N/A |
| ADI | Analog Devices | $98.1B | 87.1x | 22.3x | 6.7% | 14.5% | 38.8% | 61.5% | -0.7x | N/A |
| APH | Amphenol Corp. | $97.1B | 39.5x | 19.6x | 31.8% | 21.8% | 19.0% | 36.9% | -1.6x | N/A |
Financial Charts
No financial data available for ANET (annual).
1 superinvestors own ANET
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Francois Rochon Giverny Capital | 423,361 | $52M | 1.90% | 0.0% |