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COMPANY WORKBOOK · ANET

Arista Networks, Inc.

Networking · Computer Hardware

$170.80+7.31%
70/100
Overall
MARKET CAP215.79B
FORWARD P/E28.53
PEG RATION/A
REVENUE GROWTH58.5%
OPERATING MARGIN44.9%
52W RANGE$116.13 – $216.74
ChartScoreRelative StrengthFinancialsThesisFiles
INTERACTIVE PRICE CHART

Trend and moving averages

RELATIVE PERFORMANCE

ANET versus SPY and SMH

Indexed to 100
LIVE MODEL SCORE

Cross-sectional ranking

Momentum51
Technicals55
Fundamentals79
Thematic Fit98

Scores are percentile-ranked against the current Young Bull universe and stored by date in PostgreSQL.

YOUNG BULL THESIS

Networking

High-speed switching for scale-out AI clusters.

MODEL READ

Overall score: 69.8. Last ranked 2026-11-07.

QUARTERLY FUNDAMENTALS

Revenue and earnings power

TRAILING P/E45.79
PRICE / SALES18.15
EV / EBITDA37.98
BOOK VALUEN/A
GROSS MARGIN62.9%
PROFIT MARGIN40.0%
RETURN ON EQUITY33.5%
FREE CASH FLOW3B
COMPANY SNAPSHOT

What it does

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. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, 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. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.

PRIMARY SOURCES

Files and filings