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ANET Arista Networks, Inc.

Technology

Price
$196.99
Intrinsic value
$70.31
Buy price
$56.24
Discount
-180.2%
Overvalued

DCF walkthrough

Near-term growth (g1)25.00%
Terminal growth (g2)3.50%
Years of g1 growth4
Discount rate9.00%
Margin of safety20.00%
Operating CF
$5,306,600,000.00
Total debt
$0.00
Cash & STI
$13,343,299,584.00
Shares out.
1,276,000,000
Overvalued
Intrinsic value$70.31
Buy price (with MOS)$56.24
Current price$196.99
Discount to intrinsic value-180.2%

7-step quality scorecard

ROE quality
HIGH_CONSISTENT
Average ROE
28.4%
Current ROE
28.4%
Minimum ROE
27.7%
Debt quality
CONSERVATIVE
Debt / Equity
0.00x
Moat proxy
STRONG_PROXY
Cash-flow reliability
OK
Operating CF / Net income
1.31x

Technical chart

Confluence: NONE (0/3)

Weekly candles, ~3 years. Yellow line: 10-week EMA. Dashed lines: Fibonacci retracement of the last 52-week swing. Green arrow: an active DR1 support reclaim.

Assumptions & data quality

Data source
yfinance
Growth (g1) source
revenueCAGR
Valuation model
DCF_OCF
Debt as % of DCF PV
0%
Public economic interest
100.0%

These are model outputs built on assumptions (growth rate, discount rate, margin of safety), not facts - trust but verify, especially for LOW cash-flow-reliability or UNKNOWN-quality rows.