ARISTA NETWORKS INC (1ANET.MI) Fundamental Analysis & Valuation
BIT:1ANET • US0404132054
121.14 EUR
+2.96 (+2.5%)
Last: Mar 10, 2026, 07:00 PM
This 1ANET.MI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
We assign a fundamental rating of 7 out of 10 to 1ANET. 1ANET was compared to 34 industry peers in the Communications Equipment industry. Both the health and profitability get an excellent rating, making 1ANET a very profitable company, without any liquidiy or solvency issues. 1ANET shows excellent growth, but is valued quite expensive already. This makes 1ANET very considerable for growth and quality investing!
1. 1ANET.MI Profitability Analysis
1.1 Basic Checks
- In the past year 1ANET was profitable.
- In the past year 1ANET had a positive cash flow from operations.
- Each year in the past 5 years 1ANET has been profitable.
- Each year in the past 5 years 1ANET had a positive operating cash flow.
1.2 Ratios
- Looking at the Return On Assets, with a value of 18.05%, 1ANET belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
- 1ANET's Return On Equity of 28.39% is amongst the best of the industry. 1ANET outperforms 88.24% of its industry peers.
- 1ANET has a Return On Invested Capital of 23.29%. This is amongst the best in the industry. 1ANET outperforms 97.06% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for 1ANET is significantly above the industry average of 10.80%.
- The 3 year average ROIC (23.09%) for 1ANET is below the current ROIC(23.29%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 18.05% | ||
| ROE | 28.39% | ||
| ROIC | 23.29% |
ROA(3y)19.78%
ROA(5y)18.79%
ROE(3y)28.61%
ROE(5y)26.93%
ROIC(3y)23.09%
ROIC(5y)21.99%
1.3 Margins
- Looking at the Profit Margin, with a value of 38.99%, 1ANET belongs to the top of the industry, outperforming 100.00% of the companies in the same industry.
- In the last couple of years the Profit Margin of 1ANET has grown nicely.
- The Operating Margin of 1ANET (42.82%) is better than 100.00% of its industry peers.
- 1ANET's Operating Margin has improved in the last couple of years.
- The Gross Margin of 1ANET (64.06%) is better than 76.47% of its industry peers.
- 1ANET's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 42.82% | ||
| PM (TTM) | 38.99% | ||
| GM | 64.06% |
OM growth 3Y7.1%
OM growth 5Y7.24%
PM growth 3Y8.1%
PM growth 5Y7.33%
GM growth 3Y1.6%
GM growth 5Y0.04%
2. 1ANET.MI Health Analysis
2.1 Basic Checks
- 1ANET has a Return on Invested Capital (ROIC), which is well above the Cost of Capital (WACC), which means it is creating value.
- The number of shares outstanding for 1ANET has been reduced compared to 1 year ago.
- Compared to 5 years ago, 1ANET has more shares outstanding
- 1ANET has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
2.2 Solvency
- 1ANET has an Altman-Z score of 17.53. This indicates that 1ANET is financially healthy and has little risk of bankruptcy at the moment.
- 1ANET has a better Altman-Z score (17.53) than 94.12% 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Altman-Z | 17.53 |
ROIC/WACC2.42
WACC9.64%
2.3 Liquidity
- A Current Ratio of 3.05 indicates that 1ANET has no problem at all paying its short term obligations.
- Looking at the Current ratio, with a value of 3.05, 1ANET belongs to the top of the industry, outperforming 82.35% of the companies in the same industry.
- A Quick Ratio of 2.63 indicates that 1ANET has no problem at all paying its short term obligations.
- 1ANET has a Quick ratio of 2.63. This is amongst the best in the industry. 1ANET outperforms 85.29% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 3.05 | ||
| Quick Ratio | 2.63 |
3. 1ANET.MI Growth Analysis
3.1 Past
- The Earnings Per Share has grown by an impressive 29.81% over the past year.
- 1ANET shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 39.17% yearly.
- Looking at the last year, 1ANET shows a very strong growth in Revenue. The Revenue has grown by 28.60%.
- The Revenue has been growing by 31.19% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)29.81%
EPS 3Y37.09%
EPS 5Y39.17%
EPS Q2Q%26.15%
Revenue 1Y (TTM)28.6%
Revenue growth 3Y27.15%
Revenue growth 5Y31.19%
Sales Q2Q%28.87%
3.2 Future
- Based on estimates for the next years, 1ANET will show a quite strong growth in Earnings Per Share. The EPS will grow by 19.96% on average per year.
- The Revenue is expected to grow by 18.74% on average over the next years. This is quite good.
EPS Next Y15.65%
EPS Next 2Y17.79%
EPS Next 3Y20.02%
EPS Next 5Y19.96%
Revenue Next Year25.79%
Revenue Next 2Y23.09%
Revenue Next 3Y22.63%
Revenue Next 5Y18.74%
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.
- The estimated forward Revenue growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
4. 1ANET.MI Valuation Analysis
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 47.88 indicates a quite expensive valuation of 1ANET.
- The rest of the industry has a similar Price/Earnings ratio as 1ANET.
- 1ANET's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 26.25.
- Based on the Price/Forward Earnings ratio of 41.33, the valuation of 1ANET can be described as expensive.
- 1ANET's Price/Forward Earnings ratio is in line with the industry average.
- 1ANET is valuated expensively when we compare the Price/Forward Earnings ratio to 24.39, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 47.88 | ||
| Fwd PE | 41.33 |
4.2 Price Multiples
- 1ANET's Enterprise Value to EBITDA ratio is in line with the industry average.
- The rest of the industry has a similar Price/Free Cash Flow ratio as 1ANET.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 41.76 | ||
| EV/EBITDA | 40.23 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates 1ANET does not grow enough to justify the current Price/Earnings ratio.
- 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 20.02% in the coming years.
PEG (NY)3.06
PEG (5Y)1.22
EPS Next 2Y17.79%
EPS Next 3Y20.02%
5. 1ANET.MI Dividend Analysis
5.1 Amount
- 1ANET does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
1ANET.MI Fundamentals: All Metrics, Ratios and Statistics
BIT:1ANET (3/10/2026, 7:00:00 PM)
121.14
+2.96 (+2.5%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryCommunications Equipment
Earnings (Last)02-12 2026-02-12/amc
Earnings (Next)05-04 2026-05-04/amc
Inst Owners70.22%
Inst Owner ChangeN/A
Ins Owners3.31%
Ins Owner ChangeN/A
Market Cap152.55B
Revenue(TTM)9.01B
Net Income(TTM)3.51B
Analysts82.5
Price Target150.95 (24.61%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector 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)4.61%
Min EPS beat(2)2.99%
Max EPS beat(2)6.23%
EPS beat(4)4
Avg EPS beat(4)6.79%
Min EPS beat(4)2.99%
Max EPS beat(4)10.22%
EPS beat(8)8
Avg EPS beat(8)8.75%
EPS beat(12)12
Avg EPS beat(12)9.61%
EPS beat(16)16
Avg EPS beat(16)10.29%
Revenue beat(2)2
Avg Revenue beat(2)1.41%
Min Revenue beat(2)0.49%
Max Revenue beat(2)2.34%
Revenue beat(4)3
Avg Revenue beat(4)1.28%
Min Revenue beat(4)-0.26%
Max Revenue beat(4)2.55%
Revenue beat(8)5
Avg Revenue beat(8)0.77%
Revenue beat(12)8
Avg Revenue beat(12)0.83%
Revenue beat(16)12
Avg Revenue beat(16)1.83%
PT rev (1m)5.25%
PT rev (3m)11.53%
EPS NQ rev (1m)6.85%
EPS NQ rev (3m)7.2%
EPS NY rev (1m)0%
EPS NY rev (3m)1.84%
Revenue NQ rev (1m)6.69%
Revenue NQ rev (3m)7.07%
Revenue NY rev (1m)3.23%
Revenue NY rev (3m)6.09%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 47.88 | ||
| Fwd PE | 41.33 | ||
| P/S | 19.72 | ||
| P/FCF | 41.76 | ||
| P/OCF | 40.62 | ||
| P/B | 14.36 | ||
| P/tB | 14.86 | ||
| EV/EBITDA | 40.23 |
EPS(TTM)2.53
EY2.09%
EPS(NY)2.93
Fwd EY2.42%
FCF(TTM)2.9
FCFY2.39%
OCF(TTM)2.98
OCFY2.46%
SpS6.14
BVpS8.44
TBVpS8.15
PEG (NY)3.06
PEG (5Y)1.22
Graham Number21.92
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 18.05% | ||
| ROE | 28.39% | ||
| ROCE | 27.4% | ||
| ROIC | 23.29% | ||
| ROICexc | 98.44% | ||
| ROICexgc | 112.51% | ||
| OM | 42.82% | ||
| PM (TTM) | 38.99% | ||
| GM | 64.06% | ||
| FCFM | 47.22% |
ROA(3y)19.78%
ROA(5y)18.79%
ROE(3y)28.61%
ROE(5y)26.93%
ROIC(3y)23.09%
ROIC(5y)21.99%
ROICexc(3y)81.66%
ROICexc(5y)72.48%
ROICexgc(3y)92.59%
ROICexgc(5y)84.92%
ROCE(3y)27.17%
ROCE(5y)25.87%
ROICexgc growth 3Y21.52%
ROICexgc growth 5Y8.24%
ROICexc growth 3Y23.08%
ROICexc growth 5Y12.69%
OM growth 3Y7.1%
OM growth 5Y7.24%
PM growth 3Y8.1%
PM growth 5Y7.33%
GM growth 3Y1.6%
GM growth 5Y0.04%
F-Score5
Asset Turnover0.46
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Debt/EBITDA | 0 | ||
| Cap/Depr | 164.6% | ||
| Cap/Sales | 1.33% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 111.28% | ||
| Profit Quality | 121.1% | ||
| Current Ratio | 3.05 | ||
| Quick Ratio | 2.63 | ||
| Altman-Z | 17.53 |
F-Score5
WACC9.64%
ROIC/WACC2.42
Cap/Depr(3y)88.33%
Cap/Depr(5y)92.96%
Cap/Sales(3y)0.79%
Cap/Sales(5y)1.12%
Profit Quality(3y)115.27%
Profit Quality(5y)98.41%
High Growth Momentum
Growth
EPS 1Y (TTM)29.81%
EPS 3Y37.09%
EPS 5Y39.17%
EPS Q2Q%26.15%
EPS Next Y15.65%
EPS Next 2Y17.79%
EPS Next 3Y20.02%
EPS Next 5Y19.96%
Revenue 1Y (TTM)28.6%
Revenue growth 3Y27.15%
Revenue growth 5Y31.19%
Sales Q2Q%28.87%
Revenue Next Year25.79%
Revenue Next 2Y23.09%
Revenue Next 3Y22.63%
Revenue Next 5Y18.74%
EBIT growth 1Y30.95%
EBIT growth 3Y36.17%
EBIT growth 5Y40.69%
EBIT Next Year27.96%
EBIT Next 3Y23.95%
EBIT Next 5Y21.53%
FCF growth 1Y15.67%
FCF growth 3Y111.71%
FCF growth 5Y42.66%
OCF growth 1Y17.9%
OCF growth 3Y107.01%
OCF growth 5Y42.84%
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 7 / 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 47.88 and the Price/Book (PB) ratio is 14.36.