Arista Networks, Inc. (ANET)
NYSE · Information Technology · market cap 200.80B
Share price
$199.53
At the last nightly close
Intrinsic value
$31.30
Range $31.30 – $36.16 — the conservative figure is the low end.
Margin of safety
-84.3%
($31.30 − $199.53) ÷ $199.53
EV / EBIT
n/a
Not ranked: no balance sheet.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above is the low end of what they agree on.
The frame gives no credit for growth. A company that compounds will therefore read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-08-23.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 9.01B | 3.86B | 3.51B | 2.79 | 4.25B |
| 2024-FY | 7.00B | 2.94B | 2.85B | 2.27 | 3.68B |
| 2023-FY | 5.86B | 2.26B | 2.09B | 1.69 | 2.00B |
| 2022-FY | 4.38B | 1.53B | 1.35B | 1.10 | 448.2M |
| 2021-FY | 2.95B | 924.7M | 840.9M | 2.63 | 951.1M |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- Citi Puts Arista (ANET) Stock on Catalyst Watch Ahead of Earningsfinance.yahoo.com
- Arista Networks ANET: 27% AI Upside – Buy the Dip! | ANET Stock Analysisyoutube.com
- Arista Networks (ANET) Stock Price, News & Analysis - MarketBeatmarketbeat.com
- ANET Earnings After Close & Options Ahead of Reportyoutube.com
- Arista Networks Stock Price | ANET Stock Quote, News, and History | Markets Insidermarkets.businessinsider.com
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on ANET.
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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.