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Arista Networks Inc
NYSE:ANET

Watchlist Manager
Arista Networks Inc Logo
Arista Networks Inc
NYSE:ANET
Watchlist
Price: 133.54 USD -0.13%
Updated: Nov 30, 2022

Intrinsic Value

The intrinsic value of one ANET stock under the Base Case scenario is 99.04 USD. Compared to the current market price of 133.54 USD, Arista Networks Inc is Overvalued by 26%.

The Intrinsic Value is calculated as the average of the two valuation methods:

ANET Intrinsic Value
Base Case
99.04 USD
Overvaluation 26%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Fundamental Analysis

ANET Profitability Score
Profitability Due Diligence

Arista Networks Inc's profitability score is 78/100. The higher the profitability score, the more profitable the company is.

Declining ROIC
Declining ROE
Exceptional 1-Year Revenue Growth
Exceptional ROE
78/100
Profitability
Score

Arista Networks Inc's profitability score is 78/100. The higher the profitability score, the more profitable the company is.

ANET Solvency Score
Solvency Due Diligence

Arista Networks Inc's solvency score is 79/100. The higher the solvency score, the more solvent the company is.

Long-Term Liabilities
Short-Term Liabilities
Low D/E
High Altman Z-Score
79/100
Solvency
Score

Arista Networks Inc's solvency score is 79/100. The higher the solvency score, the more solvent the company is.

Financials
Efficiency
62%
Gross Margin
34%
Operating Margin
30%
Net Margin
16%
FCF Margin
28%
ROE
47%
ROIC
Other

ANET Capital Structure
Arista Networks Inc

Market Capitalization 41B USD
Total Debt 0 USD
Minority Interest 0 USD
Preferred Equity 0 USD
Cash and Equivalents 716M USD
Short-Term Investments 2.3B USD
Enterprise Value 38.1B USD

Wall St
Price Targets

ANET Price Targets Summary
Arista Networks Inc

Wall Street analysts forecast ANET stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for ANET is 145.19 USD with a low forecast of 106.05 USD and a high forecast of 198.45 USD.

Lowest
Price Target
106.05 USD
21% Downside
Average
Price Target
145.19 USD
9% Upside
Highest
Price Target
198.45 USD
49% Upside
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

ANET Competitors
Arista Networks Inc

ANET Suppliers & Customers
Arista Networks Inc

Arista Networks Inc has 40 key suppliers from 6 countries and 9 industries. The majority of these suppliers are located in the United States of America, with the largest number of suppliers in the Technology industry.

Suppliers Map

Arista Networks Inc has 26 key customers from 6 countries and 6 industries. The majority of these customers are located in the United States of America, with the largest number of customers in the Technology industry.

Ownership

ANET Shareholders
Major Shareholders

Insiders don't own a significant part of the company.

Top 25 shareholders own 33.76% of the company. Insiders own 0.6%. The biggest insider is Duda Kenneth (CTO and SVP Software Eng.), who owns 0.2001% of Arista Networks Inc.

Insiders
0.6%
Institutions
53.59%
Other
45.8%
Insiders
0.6%
Duda Kenneth
CTO and SVP Software Eng.
Ownership
0.2001%
Market Value
81.7M USD
Shares
611 507
Ullal Jayshree
President and CEO
Ownership
0.0882%
Market Value
36M USD
Shares
269 634
Sadana Anshul
SVP, Chief Operating Officer
Ownership
0.0804%
Market Value
32.8M USD
Shares
245 549
Brennan Ita M
Senior Vice President, CFO
Ownership
0.0535%
Market Value
21.8M USD
Shares
163 500
Bechtolsheim Andreas
Chief Development Officer
Ownership
0.0455%
Market Value
18.6M USD
Shares
139 077
Giancarlo Charles H
Director
Ownership
0.0309%
Market Value
12.6M USD
Shares
94 477
Taxay Marc
SVP and General Counsel
Ownership
0.0283%
Market Value
11.5M USD
Shares
86 483
Rivelo Manuel Felix
SVP, Chief Customer Officer
Ownership
0.0262%
Market Value
10.7M USD
Shares
80 112
Mccool John F
Chief Platform Officer
Ownership
0.0176%
Market Value
7.2M USD
Shares
53 662
Scheinman Daniel
Director
Ownership
0.0135%
Market Value
5.5M USD
Shares
41 242
Theodosopoulos Nikos
Director
Ownership
0.0085%
Market Value
3.5M USD
Shares
26 002
Templeton Mark B
Director
Ownership
0.0037%
Market Value
1.5M USD
Shares
11 162
Chew Lewis
Director
Ownership
0.0015%
Market Value
601k USD
Shares
4 502
Mather Ann
Director
Ownership
0.0013%
Market Value
548k USD
Shares
4 100
Battles Kelly Bodnar
Director
Ownership
0.0011%
Market Value
461k USD
Shares
3 454
Wassenaar Yvonne
Director
Ownership
0.0008%
Market Value
308k USD
Shares
2 305
Institutions
53.59%
Back

ANET Insider Trading
Buy and sell transactions by insiders

Arista Networks Inc insiders have only sold shares in the past 12 months.

During the last 12 months Arista Networks Inc insiders have not bought any shares, and sold 393M USD worth of shares. The last transaction was made on Nov 30, 2022 by Mccool John F (Chief Platform Officer), who sold 417k USD worth of ANET shares.

Sold
0-3
months
16.9M USD
5
3-6
months
105M USD
8
6-9
months
128M USD
7
9-12
months
130M USD
8
Bought
0-3
months
0
0 USD
3-6
months
0
0 USD
6-9
months
0
0 USD
9-12
months
0
0 USD
Cumulative Transactions Amount
Period Sold Bought Net
3 Months
16.9M USD
N/A
-16.9M
6 Months
122M USD
N/A
-122.1M
9 Months
251M USD
N/A
-250.6M
12 Months
381M USD
N/A
-380.9M
Purchases
0
Sales
447