Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (28 analysts).
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Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $175.46 Implied EV: $207.95B |
What growth rate is the market pricing in at $200?
The market implies +24.4% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +23.0%, reflecting heavy growth investment expected to generate future returns.
Wide moat with strength across all dimensions. Reinvestment Efficiency is the standout factor.
"Market is pricing this stock without strong emotion in either direction"
Near fair value with balanced sentiment — no strong signal in either direction
