Arista Networks Inc
NYSE:ANET

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Arista Networks Inc
NYSE:ANET
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Price: 124.76 USD -7.17% Market Closed
Market Cap: 157.1B USD

Relative Value

The Relative Value of one ANET stock under the Base Case scenario is 74.6 USD. Compared to the current market price of 124.76 USD, Arista Networks Inc is Overvalued by 40%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

ANET Relative Value
Base Case
74.6 USD
Overvaluation 40%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
6
vs Industry
3
Median 3Y
14.8
Median 5Y
11.7
Industry
2.2
Forward
17.3
vs History
7
vs Industry
21
Median 3Y
38.2
Median 5Y
37.8
Industry
27
Forward
42.6
vs History
39
vs Industry
19
Median 3Y
41.1
Median 5Y
38.9
Industry
16.2
vs History
38
vs Industry
19
Median 3Y
41.8
Median 5Y
39.8
Industry
21.1
vs History
6
vs Industry
5
Median 3Y
11.4
Median 5Y
9.7
Industry
2.5
vs History
6
vs Industry
4
Median 3Y
13.8
Median 5Y
10.9
Industry
2.4
Forward
16.2
vs History
6
vs Industry
12
Median 3Y
21.5
Median 5Y
18
Industry
7.6
vs History
7
vs Industry
18
Median 3Y
33.1
Median 5Y
29.4
Industry
17.5
Forward
33.1
vs History
9
vs Industry
20
Median 3Y
33.7
Median 5Y
30.4
Industry
23.1
Forward
34.1
vs History
41
vs Industry
19
Median 3Y
38.8
Median 5Y
36.4
Industry
15.6
vs History
38
vs Industry
18
Median 3Y
39.3
Median 5Y
37.1
Industry
17
vs History
12
vs Industry
2
Median 3Y
17.1
Median 5Y
14.5
Industry
1.9

Multiples Across Competitors

ANET Competitors Multiples
Arista Networks Inc Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
US
Arista Networks Inc
NYSE:ANET
156.8B USD 18.6 46.7 39.8 40.5
JP
Nakayo Inc
TSE:6715
111.4T JPY 6 383.2 7 956 708 364 019 -1 113 898.2
US
Cisco Systems Inc
NASDAQ:CSCO
306.6B USD 5.3 29.7 20 24
CN
Zhongji Innolight Co Ltd
SZSE:300308
646.7B CNY 20.5 75.6 64.1 64.1
US
Motorola Solutions Inc
NYSE:MSI
60.8B USD 5.4 28.7 21.7 24.5
US
Ubiquiti Inc
NYSE:UI
34B USD 12.3 42.9 35.6 36.4
FI
Nokia Oyj
OMXH:NOKIA
28.5B EUR 1.4 30.7 14 26.7
US
Ciena Corp
NYSE:CIEN
30.9B USD 6.8 219.2 79.5 122.3
SE
Telefonaktiebolaget LM Ericsson
STO:ERIC B
297.1B SEK 1.2 12.1 6.9 9
CN
ZTE Corp
SZSE:000063
180.6B CNY 1.4 30.9 33.9 33.9
US
Lumentum Holdings Inc
NASDAQ:LITE
23B USD 12.5 204.4 167.2 -230
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
US
Arista Networks Inc
NYSE:ANET
Average EV/EBITDA: 33 136.5
39.8
28%
1.4
JP
N
Nakayo Inc
TSE:6715
364 019
N/A N/A
US
Cisco Systems Inc
NASDAQ:CSCO
20
19%
1.1
CN
Zhongji Innolight Co Ltd
SZSE:300308
64.1
85%
0.8
US
Motorola Solutions Inc
NYSE:MSI
21.7
14%
1.5
US
Ubiquiti Inc
NYSE:UI
35.6
7%
5.1
FI
Nokia Oyj
OMXH:NOKIA
14
N/A N/A
US
Ciena Corp
NYSE:CIEN
79.5
52%
1.5
SE
Telefonaktiebolaget LM Ericsson
STO:ERIC B
6.9
5%
1.4
CN
ZTE Corp
SZSE:000063
33.9
19%
1.8
US
Lumentum Holdings Inc
NASDAQ:LITE
167.2
159%
1.1
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
US
Arista Networks Inc
NYSE:ANET
Average EV/EBIT: 42.4
40.5
28%
1.4
JP
N
Nakayo Inc
TSE:6715
Negative Multiple: -1 113 898.2 N/A N/A
US
Cisco Systems Inc
NASDAQ:CSCO
24
23%
1
CN
Zhongji Innolight Co Ltd
SZSE:300308
64.1
87%
0.7
US
Motorola Solutions Inc
NYSE:MSI
24.5
15%
1.6
US
Ubiquiti Inc
NYSE:UI
36.4
7%
5.2
FI
Nokia Oyj
OMXH:NOKIA
26.7
N/A N/A
US
Ciena Corp
NYSE:CIEN
122.3
74%
1.7
SE
Telefonaktiebolaget LM Ericsson
STO:ERIC B
9
10%
0.9
CN
ZTE Corp
SZSE:000063
33.9
1%
33.9
US
Lumentum Holdings Inc
NASDAQ:LITE
Negative Multiple: -230 N/A N/A