Arista Networks IncANET
Price$203.59Intrinsic value$142.4930% below price

Valuation

How Intrinsic Value compares with model outputs

Intrinsic Value $142.49median of 6 methods · middle span $129-$323based on filings through 30 Jun 2026
Market Price $203.59Price as of 30 Sep 2026
Margin of Safety -30.0%as of 30 Sep 2026

Valuation methods vs. Market Price

Company vs. peer median Members

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Assumptions

ParameterValue
Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 32.0% (near-term consensus, capped) · years 2–5: 28.3%/yr (balance of the path).29.0% per year
Years 6–10: glide to demonstrated growth own history 101.1%, capped at 20%
Per-year rates
Yr 626.6%Yr 725.0%Yr 823.3%Yr 921.7%Yr 1020.0%
28.3% → 20.0%
Years 11–20: glide to long-run rate
Per-year rates
Yr 1118.3%Yr 1216.6%Yr 1314.9%Yr 1413.2%Yr 1511.5%Yr 169.8%Yr 178.1%Yr 186.4%Yr 194.7%Yr 203.0%
20.0% → 3.0%
Beyond year 20: terminal growthPerpetual long-run rate3.0%
Historical EPS growth (multi-year median)median of 3 windows (5/6/7y)101.1%
Discount rate (cost of equity) 11.3%
Volatility vs market (adjusted beta)1.41

Valuation Detail Members

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Assumptions Sandbox Members

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Compare with peers

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Best in rowHigher is betterLower is better—Data not available
TargetArista Networks IncANETInformation Technology
Valuation
P/E64.4×
P/S23.9×
P/B17.2×
EV / Revenue23.7×
EV / EBITDA—
Profitability
Gross margin63.0%
Operating margin43.1%
Net margin38.4%
FCF margin49.2%
Returns
ROE27.3%
ROA17.1%
ROIC—
Growth
Revenue growth (YoY)50.5%
5-yr fwd EPS growth29.0%
Financial strength
Debt / Equity—
Current ratio2.96×
Altman Z-Score19.8
Interest coverage—
Dividend yield—

Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.