US · ANET
Arista Networks, Inc.
- Sector
- Technology · Computer Hardware
- Headquarters
- Santa Clara, CA 95054
- Website
- arista.com
Price · as of 2025-12-31
$172.70
Market cap 168.11B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $102.24 | -40.8% |
| Intrinsic Value(DCF) | $201.15 | +16.47% |
| Graham-Dodd Method(GD) | $23.46 | -86.42% |
| Graham Formula(GF) | $99.05 | -42.64% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | |||||
| 2012 | |||||
| 2013 | $0.24 | $3.17 | |||
| 2014 | $4.32 | $73.81 | $493.63 | $1.28 | $7.54 |
| 2015 | $3.93 | $53.41 | $284.10 | $1.32 | $5.70 |
| 2016 | $7.76 | $47.20 | $111.25 | $1.84 | $6.93 |
| 2017 | $18.45 | $64.70 | $175.16 | $3.27 | $19.01 |
| 2018 | $17.16 | $56.79 | $147.52 | $3.12 | $10.26 |
| 2019 | $11.92 | $46.79 | $51.68 | $5.85 | $13.81 |
| 2020 | $17.48 | $43.88 | $5.68 | $5.18 | $2.35 |
| 2021 | $29.98 | $50.97 | $17.65 | $6.52 | $23.42 |
| 2022 | $36.62 | $55.81 | $113.88 | $9.29 | $60.26 |
| 2023 | $68.28 | $69.03 | $264.06 | $14.05 | $68.25 |
| 2024 | $83.36 | $79.20 | $244.99 | $19.09 | $61.02 |
| 2025 | $129.30 | $102.24 | $282.22 | $23.46 | $99.05 |
AI valuation
Our deep-learning model estimates Arista Networks, Inc.'s (ANET) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $102.24
- Current price
- $172.70
- AI upside
- -40.8%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$201.15
+16.47% upside
Graham-Dodd
$23.46
-86.42% upside
Graham Formula
$99.05
-42.64% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| ANET | Arista Networks, Inc. | $172.70 | 168.11B | -41% | +16% | -86% | -43% | 46.32 | 13.15 | 18.06 | 38.97 | 198.66 | 13.61 | 63.71% | 42.48% | 38.99% | 31.40% | 190.47% | 20.97% | 0.00 | — | 3.05 | 2.35 | -0.50 | 2332.00% | 2860.00% | 1567.00% | 2.61% | 0.81 | 256.26% | 0.00% | 0.00% | 0.99% | 39.71 | 35.72 | 16.87 | 16.26 |
| AMAT | Applied Materials, Inc. | $372.30 | 295.46B | -40% | -67% | -90% | -71% | 30.85 | 10.58 | 7.61 | 22.22 | 5312.71 | 13.10 | 48.67% | 29.22% | 24.67% | 35.51% | 35.73% | 19.79% | 0.35 | 30.81 | 2.61 | 1.74 | -0.02 | 58.00% | 439.00% | -2389.00% | 2.64% | 0.99 | 32.53% | 0.64% | 19.80% | 2.91% | 25.86 | 37.62 | 7.56 | 12.25 |
| APH | Amphenol Corporation | $146.06 | 179.54B | -19% | +534% | -93% | +38% | 38.56 | 12.28 | 7.13 | 24.48 | 52.13 | 276.12 | 36.88% | 25.86% | 18.49% | 36.80% | 29.41% | 14.81% | 1.16 | 16.24 | 2.98 | 2.37 | 0.63 | 7396.00% | 5171.00% | 10370.00% | 2.66% | 0.79 | 28.05% | 0.49% | 18.80% | 0.89% | 28.25 | 38.54 | 7.31 | 6.35 |
| APP | AppLovin Corporation | $434.77 | 146.93B | -29% | -45% | -88% | -46% | 42.73 | 68.72 | 26.76 | 33.93 | 37.08 | 740.94 | 87.86% | 75.75% | 60.83% | 212.95% | 101.62% | 52.30% | 1.66 | 20.06 | 3.32 | 3.23 | 0.24 | 11523.00% | 1638.00% | 8827.00% | 2.69% | 2.98 | 111.11% | 0.00% | 0.00% | 2.69% | 35.58 | 37.47 | 26.96 | 20.66 |
| INTU | Intuit Inc. | $409.03 | 113.87B | +11% | +17% | -94% | -22% | 46.28 | 9.08 | 9.51 | 30.75 | 148.97 | 418.33 | 80.76% | 26.14% | 20.55% | 20.29% | 18.44% | 11.20% | 0.34 | 19.93 | 1.36 | 0.63 | 0.64 | 3106.00% | 1563.00% | 3127.00% | 3.40% | 0.60 | 28.47% | 0.66% | 30.70% | 2.21% | 36.79 | 29.78 | 9.62 | 8.04 |
| LRCX | Lam Research Corporation | $233.89 | 292.08B | -62% | -62% | -94% | -45% | 24.62 | 13.38 | 7.16 | 20.54 | 57.12 | 16.38 | 48.71% | 32.01% | 29.06% | 58.24% | 66.74% | 26.73% | 0.48 | 33.11 | 2.21 | 1.49 | -0.26 | 4310.00% | 2368.00% | 2722.00% | 4.10% | 0.94 | 68.09% | 0.87% | 21.50% | 4.05% | 22.08 | 24.07 | 7.07 | 11.02 |
| NOW | ServiceNow, Inc. | $108.01 | 112.98B | -12% | +71% | -84% | -56% | 64.91 | 8.75 | 8.55 | 36.81 | 296.44 | 13.73 | 77.53% | 13.74% | 13.16% | 15.49% | 17.62% | 7.53% | 0.25 | — | 0.95 | 0.85 | -0.17 | 2190.00% | 2088.00% | 3400.00% | 4.03% | 0.52 | 57.17% | 0.00% | 0.00% | 2.06% | 60.52 | 24.12 | 8.31 | 6.20 |
| QCOM | QUALCOMM Incorporated | $142.36 | 152.05B | +9% | -23% | — | -25% | 34.40 | 8.99 | 4.30 | 13.03 | — | 21.91 | 55.43% | 27.90% | 12.51% | 23.34% | 20.20% | 10.52% | 0.77 | 18.61 | 2.82 | 1.84 | 0.57 | -4421.00% | 1366.00% | 1486.00% | 6.73% | 1.53 | 47.91% | 2.00% | 68.70% | 6.61% | 15.74 | 15.17 | 4.39 | 6.62 |
| SHOP | Shopify Inc. | $120.73 | 157.56B | -32% | +73% | -88% | -71% | 125.97 | 11.53 | 13.42 | 99.84 | — | 11.99 | 48.07% | 12.70% | 10.65% | 9.85% | 15.71% | 8.46% | 0.03 | — | 5.92 | 5.82 | -0.79 | -3935.00% | 3014.00% | 2567.00% | 1.29% | 1.46 | 26.33% | 0.00% | 0.00% | 0.52% | 101.95 | 74.57 | 12.95 | 56.21 |
| SONY | Sony Group Corporation | $23.06 | 137.62B | -34% | -38% | -49% | -58% | 16.36 | 2.95 | 1.86 | 13.71 | 83.53 | 6.43 | 28.38% | 10.86% | 8.81% | 18.69% | 12.12% | 4.25% | 0.51 | 34.43 | 0.70 | 0.50 | 0.67 | 1959.00% | -49.00% | 12344.00% | 6.94% | 0.22 | 18.32% | 0.48% | 7.80% | 5.66% | 17.67 | 14.85 | 1.92 | 1.19 |
| UBER | Uber Technologies, Inc. | $75.42 | 156.71B | +2% | +268% | -56% | +64% | 15.60 | 5.82 | 3.03 | 23.38 | 474.33 | 9.23 | 39.75% | 10.70% | 19.33% | 41.54% | 19.28% | 17.86% | 0.50 | 12.65 | 1.14 | 0.98 | 0.82 | 329.00% | 1828.00% | 4160.00% | 6.20% | 0.82 | 33.83% | 0.00% | 0.00% | 4.14% | 29.23 | 16.66 | 3.13 | 3.73 |
About Arista Networks, Inc.
Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company's cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms. It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.
- CEO
- Jayshree V. Ullal
- Employees
- 4.41K
- Beta
- 1.44
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($201.15 ÷ $172.70) − 1 = +16.47% (DCF, example).