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

BIT:1ANET - Euronext Milan - US0404132054 - Common Stock - Currency: EUR

85.1  +85.1 (+Infinity%)

Fundamental Rating

7

Overall 1ANET gets a fundamental rating of 7 out of 10. We evaluated 1ANET against 26 industry peers in the Communications Equipment industry. 1ANET scores excellent points on both the profitability and health parts. This is a solid base for a good stock. 1ANET is valued quite expensively, but it does show have an excellent growth rating. This makes 1ANET very considerable for growth and quality investing!


Dividend Valuation Growth Profitability Health

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9

1. Profitability

1.1 Basic Checks

In the past year 1ANET was profitable.
In the past year 1ANET had a positive cash flow from operations.
1ANET had positive earnings in each of the past 5 years.
Each year in the past 5 years 1ANET had a positive operating cash flow.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B

1.2 Ratios

1ANET has a Return On Assets of 20.86%. This is amongst the best in the industry. 1ANET outperforms 100.00% of its industry peers.
Looking at the Return On Equity, with a value of 29.93%, 1ANET belongs to the top of the industry, outperforming 92.31% of the companies in the same industry.
The Return On Invested Capital of 1ANET (23.94%) is better than 100.00% of its industry peers.
1ANET had an Average Return On Invested Capital over the past 3 years of 23.71%. This is significantly above the industry average of 10.21%.
The 3 year average ROIC (23.71%) for 1ANET is below the current ROIC(23.94%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 20.86%
ROE 29.93%
ROIC 23.94%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20 25

1.3 Margins

The Profit Margin of 1ANET (40.72%) is better than 100.00% of its industry peers.
1ANET's Profit Margin has improved in the last couple of years.
1ANET's Operating Margin of 42.27% is amongst the best of the industry. 1ANET outperforms 100.00% of its industry peers.
1ANET's Operating Margin has improved in the last couple of years.
With a decent Gross Margin value of 64.09%, 1ANET is doing good in the industry, outperforming 73.08% of the companies in the same industry.
1ANET's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 42.27%
PM (TTM) 40.72%
GM 64.09%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60

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9

2. Health

2.1 Basic Checks

With a Return on Invested Capital (ROIC) well above the Cost of Capital (WACC), 1ANET is creating value.
1ANET has more shares outstanding than it did 1 year ago.
Compared to 5 years ago, 1ANET has more shares outstanding
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 2015 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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B

2.2 Solvency

1ANET has an Altman-Z score of 19.51. This indicates that 1ANET is financially healthy and has little risk of bankruptcy at the moment.
1ANET has a Altman-Z score of 19.51. This is amongst the best in the industry. 1ANET outperforms 100.00% of its industry peers.
1ANET has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 19.51
ROIC/WACC2.43
WACC9.86%
1ANET.MI Yearly LT Debt VS Equity VS FCF1ANET.MI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B

2.3 Liquidity

A Current Ratio of 3.93 indicates that 1ANET has no problem at all paying its short term obligations.
Looking at the Current ratio, with a value of 3.93, 1ANET belongs to the top of the industry, outperforming 92.31% of the companies in the same industry.
1ANET has a Quick Ratio of 3.31. This indicates that 1ANET is financially healthy and has no problem in meeting its short term obligations.
1ANET's Quick ratio of 3.31 is amongst the best of the industry. 1ANET outperforms 92.31% of its industry peers.
Industry RankSector Rank
Current Ratio 3.93
Quick Ratio 3.31
1ANET.MI Yearly Current Assets VS Current Liabilites1ANET.MI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

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8

3. Growth

3.1 Past

1ANET shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 29.68%, 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 22.31%.
1ANET shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 23.77% yearly.
EPS 1Y (TTM)29.68%
EPS 3Y46.94%
EPS 5Y30.17%
EPS Q2Q%30.65%
Revenue 1Y (TTM)22.31%
Revenue growth 3Y33.43%
Revenue growth 5Y23.77%
Sales Q2Q%27.58%

3.2 Future

The Earnings Per Share is expected to grow by 16.25% on average over the next years. This is quite good.
1ANET is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 17.22% yearly.
EPS Next Y14.77%
EPS Next 2Y15.66%
EPS Next 3Y16.75%
EPS Next 5Y16.25%
Revenue Next Year19.92%
Revenue Next 2Y18.68%
Revenue Next 3Y18.09%
Revenue Next 5Y17.22%

3.3 Evolution

The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
1ANET.MI Yearly Revenue VS Estimates1ANET.MI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B 15B
1ANET.MI Yearly EPS VS Estimates1ANET.MI Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 1 2 3 4

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2

4. Valuation

4.1 Price/Earnings Ratio

1ANET is valuated quite expensively with a Price/Earnings ratio of 40.33.
1ANET's Price/Earnings ratio is in line with the industry average.
1ANET's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 26.31.
1ANET is valuated quite expensively with a Price/Forward Earnings ratio of 32.22.
The rest of the industry has a similar Price/Forward Earnings ratio as 1ANET.
Compared to an average S&P500 Price/Forward Earnings ratio of 22.13, 1ANET is valued a bit more expensive.
Industry RankSector Rank
PE 40.33
Fwd PE 32.22
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

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, 1ANET is valued a bit more expensive than the industry average as 61.54% of the companies are valued more cheaply.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of 1ANET indicates a slightly more expensive valuation: 1ANET is more expensive than 61.54% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 32.51
EV/EBITDA 33.9
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

The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
1ANET has an outstanding profitability rating, which may justify a higher PE ratio.
A more expensive valuation may be justified as 1ANET's earnings are expected to grow with 16.75% in the coming years.
PEG (NY)2.73
PEG (5Y)1.34
EPS Next 2Y15.66%
EPS Next 3Y16.75%

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0

5. Dividend

5.1 Amount

1ANET does not give a dividend.
Industry RankSector Rank
Dividend Yield N/A

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ARISTA NETWORKS INC

BIT:1ANET (6/6/2025, 7:00:00 PM)

85.1

+85.1 (+Infinity%)

Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryCommunications Equipment
Earnings (Last)05-06 2025-05-06/amc
Earnings (Next)07-28 2025-07-28/amc
Inst Owners69.58%
Inst Owner ChangeN/A
Ins Owners3.36%
Ins Owner ChangeN/A
Market Cap106.88B
Analysts81.94
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield N/A
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)9.9%
Min EPS beat(2)7.74%
Max EPS beat(2)12.07%
EPS beat(4)4
Avg EPS beat(4)9.62%
Min EPS beat(4)5.76%
Max EPS beat(4)12.91%
EPS beat(8)8
Avg EPS beat(8)11.44%
EPS beat(12)12
Avg EPS beat(12)11.95%
EPS beat(16)16
Avg EPS beat(16)10.39%
Revenue beat(2)0
Avg Revenue beat(2)-0.43%
Min Revenue beat(2)-0.6%
Max Revenue beat(2)-0.26%
Revenue beat(4)2
Avg Revenue beat(4)0.33%
Min Revenue beat(4)-0.6%
Max Revenue beat(4)1.85%
Revenue beat(8)4
Avg Revenue beat(8)0.39%
Revenue beat(12)8
Avg Revenue beat(12)1.94%
Revenue beat(16)11
Avg Revenue beat(16)1.66%
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 40.33
Fwd PE 32.22
P/S 16.55
P/FCF 32.51
P/OCF 32.07
P/B 12.16
P/tB 12.56
EV/EBITDA 33.9
EPS(TTM)2.11
EY2.48%
EPS(NY)2.64
Fwd EY3.1%
FCF(TTM)2.62
FCFY3.08%
OCF(TTM)2.65
OCFY3.12%
SpS5.14
BVpS7
TBVpS6.77
PEG (NY)2.73
PEG (5Y)1.34
Profitability
Industry RankSector Rank
ROA 20.86%
ROE 29.93%
ROCE 27.59%
ROIC 23.94%
ROICexc 84.09%
ROICexgc 93.45%
OM 42.27%
PM (TTM) 40.72%
GM 64.09%
FCFM 50.9%
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%
ROICexcg growth 3Y3.57%
ROICexcg 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-Score6
Asset Turnover0.51
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 84.75%
Cap/Sales 0.69%
Interest Coverage 250
Cash Conversion 119.75%
Profit Quality 125%
Current Ratio 3.93
Quick Ratio 3.31
Altman-Z 19.51
F-Score6
WACC9.86%
ROIC/WACC2.43
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)29.68%
EPS 3Y46.94%
EPS 5Y30.17%
EPS Q2Q%30.65%
EPS Next Y14.77%
EPS Next 2Y15.66%
EPS Next 3Y16.75%
EPS Next 5Y16.25%
Revenue 1Y (TTM)22.31%
Revenue growth 3Y33.43%
Revenue growth 5Y23.77%
Sales Q2Q%27.58%
Revenue Next Year19.92%
Revenue Next 2Y18.68%
Revenue Next 3Y18.09%
Revenue Next 5Y17.22%
EBIT growth 1Y29.2%
EBIT growth 3Y47.12%
EBIT growth 5Y29.59%
EBIT Next Year18.97%
EBIT Next 3Y17.52%
EBIT Next 5YN/A
FCF growth 1Y515.7%
FCF growth 3Y56.94%
FCF growth 5Y31.15%
OCF growth 1Y490.03%
OCF growth 3Y53.97%
OCF growth 5Y30.95%