ARISTA NETWORKS INC (1ANET.MI) Stock Fundamental Analysis

Europe • Euronext Milan • BIT:1ANET • US0404132054

114.4 EUR
-2.2 (-1.89%)
Last: Feb 6, 2026, 07:00 PM
Fundamental Rating

8

Overall 1ANET gets a fundamental rating of 8 out of 10. We evaluated 1ANET against 30 industry peers in the Communications Equipment industry. 1ANET has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. 1ANET is valued quite expensively, but it does show have an excellent growth rating. These ratings could make 1ANET a good candidate for growth and quality investing.


Dividend Valuation Growth Profitability Health

9

1. Profitability

1.1 Basic Checks

  • 1ANET had positive earnings in the past year.
  • In the past year 1ANET had a positive cash flow from operations.
  • In the past 5 years 1ANET has always been profitable.
  • 1ANET had a positive operating cash flow in each of the past 5 years.
1ANET.MI Yearly Net Income VS EBIT VS OCF VS FCF1ANET.MI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B

1.2 Ratios

  • 1ANET's Return On Assets of 18.60% is amongst the best of the industry. 1ANET outperforms 100.00% of its industry peers.
  • The Return On Equity of 1ANET (28.19%) is better than 96.67% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 23.49%, 1ANET belongs to the top of the industry, outperforming 96.67% of the companies in the same industry.
  • 1ANET had an Average Return On Invested Capital over the past 3 years of 23.71%. This is significantly above the industry average of 11.39%.
Industry RankSector Rank
ROA 18.6%
ROE 28.19%
ROIC 23.49%
ROA(3y)20.41%
ROA(5y)17.86%
ROE(3y)28.38%
ROE(5y)25.08%
ROIC(3y)23.71%
ROIC(5y)20.75%
1ANET.MI Yearly ROA, ROE, ROIC1ANET.MI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20 25

1.3 Margins

  • Looking at the Profit Margin, with a value of 39.73%, 1ANET belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
  • 1ANET's Profit Margin has improved in the last couple of years.
  • With an excellent Operating Margin value of 42.88%, 1ANET belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
  • 1ANET's Operating Margin has improved in the last couple of years.
  • 1ANET's Gross Margin of 64.34% is fine compared to the rest of the industry. 1ANET outperforms 80.00% of its industry peers.
  • In the last couple of years the Gross Margin of 1ANET has remained more or less at the same level.
Industry RankSector Rank
OM 42.88%
PM (TTM) 39.73%
GM 64.34%
OM growth 3Y10.26%
OM growth 5Y4.7%
PM growth 3Y12.61%
PM growth 5Y2.7%
GM growth 3Y0.17%
GM growth 5Y0.02%
1ANET.MI Yearly Profit, Operating, Gross Margins1ANET.MI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60

9

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is well above the Cost of Capital (WACC), so 1ANET is creating value.
  • The number of shares outstanding for 1ANET has been increased compared to 1 year ago.
  • 1ANET has more shares outstanding than it did 5 years ago.
  • There is no outstanding debt for 1ANET. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
1ANET.MI Yearly Shares Outstanding1ANET.MI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B
1ANET.MI Yearly Total Debt VS Total Assets1ANET.MI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B

2.2 Solvency

  • An Altman-Z score of 19.27 indicates that 1ANET is not in any danger for bankruptcy at the moment.
  • 1ANET's Altman-Z score of 19.27 is amongst the best of the industry. 1ANET outperforms 90.00% of its industry peers.
  • There is no outstanding debt for 1ANET. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 19.27
ROIC/WACC2.48
WACC9.46%
1ANET.MI Yearly LT Debt VS Equity VS FCF1ANET.MI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B

2.3 Liquidity

  • A Current Ratio of 3.25 indicates that 1ANET has no problem at all paying its short term obligations.
  • 1ANET's Current ratio of 3.25 is fine compared to the rest of the industry. 1ANET outperforms 80.00% of its industry peers.
  • 1ANET has a Quick Ratio of 2.79. This indicates that 1ANET is financially healthy and has no problem in meeting its short term obligations.
  • 1ANET has a better Quick ratio (2.79) than 86.67% of its industry peers.
Industry RankSector Rank
Current Ratio 3.25
Quick Ratio 2.79
1ANET.MI Yearly Current Assets VS Current Liabilites1ANET.MI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

9

3. Growth

3.1 Past

  • 1ANET shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 29.75%, which is quite impressive.
  • The Earnings Per Share has been growing by 30.17% on average over the past years. This is a very strong growth
  • Looking at the last year, 1ANET shows a very strong growth in Revenue. The Revenue has grown by 27.75%.
  • Measured over the past years, 1ANET shows a very strong growth in Revenue. The Revenue has been growing by 23.77% on average per year.
EPS 1Y (TTM)29.75%
EPS 3Y46.94%
EPS 5Y30.17%
EPS Q2Q%25%
Revenue 1Y (TTM)27.75%
Revenue growth 3Y33.43%
Revenue growth 5Y23.77%
Sales Q2Q%27.46%

3.2 Future

  • 1ANET is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 21.87% yearly.
  • The Revenue is expected to grow by 21.06% on average over the next years. This is a very strong growth
EPS Next Y28.73%
EPS Next 2Y22.53%
EPS Next 3Y21.67%
EPS Next 5Y21.87%
Revenue Next Year27.48%
Revenue Next 2Y24.63%
Revenue Next 3Y23%
Revenue Next 5Y21.06%

3.3 Evolution

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
1ANET.MI Yearly Revenue VS Estimates1ANET.MI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5B 10B 15B 20B
1ANET.MI Yearly EPS VS Estimates1ANET.MI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2 4 6

3

4. Valuation

4.1 Price/Earnings Ratio

  • 1ANET is valuated quite expensively with a Price/Earnings ratio of 48.89.
  • 66.67% of the companies in the same industry are more expensive than 1ANET, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 28.06. 1ANET is valued rather expensively when compared to this.
  • The Price/Forward Earnings ratio is 39.85, which means the current valuation is very expensive for 1ANET.
  • 1ANET's Price/Forward Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 27.86, 1ANET is valued a bit more expensive.
Industry RankSector Rank
PE 48.89
Fwd PE 39.85
1ANET.MI Price Earnings VS Forward Price Earnings1ANET.MI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • 1ANET's Enterprise Value to EBITDA is on the same level as the industry average.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of 1ANET is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 42.32
EV/EBITDA 41.58
1ANET.MI Per share data1ANET.MI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6

4.3 Compensation for Growth

  • 1ANET's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The excellent profitability rating of 1ANET may justify a higher PE ratio.
  • A more expensive valuation may be justified as 1ANET's earnings are expected to grow with 21.67% in the coming years.
PEG (NY)1.7
PEG (5Y)1.62
EPS Next 2Y22.53%
EPS Next 3Y21.67%

0

5. Dividend

5.1 Amount

  • No dividends for 1ANET!.
Industry RankSector Rank
Dividend Yield 0%

ARISTA NETWORKS INC

BIT:1ANET (2/6/2026, 7:00:00 PM)

114.4

-2.2 (-1.89%)

Chartmill FA Rating
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryCommunications Equipment
Earnings (Last)11-04
Earnings (Next)02-12
Inst Owners70.22%
Inst Owner ChangeN/A
Ins Owners3.31%
Ins Owner ChangeN/A
Market Cap144.06B
Revenue(TTM)8.45B
Net Income(TTM)3.36B
Analysts81.88
Price Target143.42 (25.37%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)6.6%
Min EPS beat(2)2.99%
Max EPS beat(2)10.22%
EPS beat(4)4
Avg EPS beat(4)8.25%
Min EPS beat(4)2.99%
Max EPS beat(4)12.07%
EPS beat(8)8
Avg EPS beat(8)10.44%
EPS beat(12)12
Avg EPS beat(12)10.26%
EPS beat(16)16
Avg EPS beat(16)10.51%
Revenue beat(2)2
Avg Revenue beat(2)1.52%
Min Revenue beat(2)0.49%
Max Revenue beat(2)2.55%
Revenue beat(4)2
Avg Revenue beat(4)0.55%
Min Revenue beat(4)-0.6%
Max Revenue beat(4)2.55%
Revenue beat(8)4
Avg Revenue beat(8)0.3%
Revenue beat(12)8
Avg Revenue beat(12)0.98%
Revenue beat(16)12
Avg Revenue beat(16)1.84%
PT rev (1m)8.64%
PT rev (3m)2.65%
EPS NQ rev (1m)0%
EPS NQ rev (3m)4%
EPS NY rev (1m)0%
EPS NY rev (3m)2.1%
Revenue NQ rev (1m)-0.08%
Revenue NQ rev (3m)2.49%
Revenue NY rev (1m)0.04%
Revenue NY rev (3m)1.51%
Valuation
Industry RankSector Rank
PE 48.89
Fwd PE 39.85
P/S 20.27
P/FCF 42.32
P/OCF 41.35
P/B 14.38
P/tB 14.9
EV/EBITDA 41.58
EPS(TTM)2.34
EY2.05%
EPS(NY)2.87
Fwd EY2.51%
FCF(TTM)2.7
FCFY2.36%
OCF(TTM)2.77
OCFY2.42%
SpS5.64
BVpS7.96
TBVpS7.68
PEG (NY)1.7
PEG (5Y)1.62
Graham Number20.47
Profitability
Industry RankSector Rank
ROA 18.6%
ROE 28.19%
ROCE 27.07%
ROIC 23.49%
ROICexc 95.95%
ROICexgc 109.92%
OM 42.88%
PM (TTM) 39.73%
GM 64.34%
FCFM 47.89%
ROA(3y)20.41%
ROA(5y)17.86%
ROE(3y)28.38%
ROE(5y)25.08%
ROIC(3y)23.71%
ROIC(5y)20.75%
ROICexc(3y)67.83%
ROICexc(5y)64.95%
ROICexgc(3y)77.58%
ROICexgc(5y)79.18%
ROCE(3y)27.32%
ROCE(5y)23.92%
ROICexgc growth 3Y3.57%
ROICexgc growth 5Y0.83%
ROICexc growth 3Y8.79%
ROICexc growth 5Y0.97%
OM growth 3Y10.26%
OM growth 5Y4.7%
PM growth 3Y12.61%
PM growth 5Y2.7%
GM growth 3Y0.17%
GM growth 5Y0.02%
F-Score5
Asset Turnover0.47
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 145.66%
Cap/Sales 1.12%
Interest Coverage 250
Cash Conversion 112.28%
Profit Quality 120.54%
Current Ratio 3.25
Quick Ratio 2.79
Altman-Z 19.27
F-Score5
WACC9.46%
ROIC/WACC2.48
Cap/Depr(3y)57.2%
Cap/Depr(5y)66.94%
Cap/Sales(3y)0.69%
Cap/Sales(5y)0.98%
Profit Quality(3y)85.94%
Profit Quality(5y)96.87%
High Growth Momentum
Growth
EPS 1Y (TTM)29.75%
EPS 3Y46.94%
EPS 5Y30.17%
EPS Q2Q%25%
EPS Next Y28.73%
EPS Next 2Y22.53%
EPS Next 3Y21.67%
EPS Next 5Y21.87%
Revenue 1Y (TTM)27.75%
Revenue growth 3Y33.43%
Revenue growth 5Y23.77%
Sales Q2Q%27.46%
Revenue Next Year27.48%
Revenue Next 2Y24.63%
Revenue Next 3Y23%
Revenue Next 5Y21.06%
EBIT growth 1Y30.09%
EBIT growth 3Y47.12%
EBIT growth 5Y29.59%
EBIT Next Year35.36%
EBIT Next 3Y24.41%
EBIT Next 5Y23.27%
FCF growth 1Y168.1%
FCF growth 3Y56.94%
FCF growth 5Y31.15%
OCF growth 1Y167.5%
OCF growth 3Y53.97%
OCF growth 5Y30.95%

ARISTA NETWORKS INC / 1ANET.MI FAQ

What is the ChartMill fundamental rating of ARISTA NETWORKS INC (1ANET.MI) stock?

ChartMill assigns a fundamental rating of 8 / 10 to 1ANET.MI.


What is the valuation status of ARISTA NETWORKS INC (1ANET.MI) stock?

ChartMill assigns a valuation rating of 3 / 10 to ARISTA NETWORKS INC (1ANET.MI). This can be considered as Overvalued.


How profitable is ARISTA NETWORKS INC (1ANET.MI) stock?

ARISTA NETWORKS INC (1ANET.MI) has a profitability rating of 9 / 10.


Can you provide the PE and PB ratios for 1ANET stock?

The Price/Earnings (PE) ratio for ARISTA NETWORKS INC (1ANET.MI) is 48.89 and the Price/Book (PB) ratio is 14.38.