ANET Arista Networks
Intrinsic value$55.64
Price (at call)$197.54
Margin of safety
-71.8%
vs market (rating basis)
-22.8%
Model unavailable; showing baseline valuation.
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The story
Value drivers
| Revenue growth (Y1) | 27.1% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 32.6% |
| Years to target margin | 5 |
| Sales-to-capital | 0.85 |
| Beta | 1.62 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 12.3% |
| Terminal WACC | 9.5% |
Valuation bridge
| PV of explicit FCFF | 19.81B |
| PV of terminal value | 48.39B |
| Equity value | 70.17B |
| ÷ shares → per share | $55.64 |
News
bullish +0.60 · 8 articles
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- Arista Stock Holds Up Well Amid Weakness. Here's How To Capitalize.
- Ciena Climbs 4% as $10B Backlog Outlook Outweighs Month-Long Slide; Arista and Cisco Edge Higher
- Arista Networks highlighted as Zacks Bull and Yum! Brands Bear of the Day
- These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Cloudflare Hits Buy Point
- Bull of the Day: Arista Networks, Inc. (ANET)
- Can Arista's Third Guidance Raise Still Make You Money?
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 13.40B | 27.1% | 41.0% | 4.54B | 3.36B | 1.18B | 1.06B |
| 2 | 16.69B | 24.5% | 38.9% | 5.37B | 3.86B | 1.51B | 1.20B |
| 3 | 20.34B | 21.9% | 36.8% | 6.18B | 4.29B | 1.90B | 1.34B |
| 4 | 24.26B | 19.3% | 34.7% | 6.95B | 4.60B | 2.35B | 1.48B |
| 5 | 28.30B | 16.6% | 32.6% | 7.61B | 4.74B | 2.88B | 1.61B |
| 6 | 32.26B | 14.0% | 32.6% | 8.68B | 4.65B | 4.03B | 2.01B |
| 7 | 35.93B | 11.4% | 32.6% | 9.67B | 4.31B | 5.36B | 2.38B |
| 8 | 39.08B | 8.8% | 32.6% | 10.52B | 3.69B | 6.82B | 2.70B |
| 9 | 41.47B | 6.1% | 32.6% | 11.16B | 2.81B | 8.35B | 2.94B |
| 10 | 42.92B | 3.5% | 32.6% | 11.55B | 1.70B | 9.85B | 3.09B |