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IntroductionThe concept of valuationRevenue and revenue growthVariable costsFixed costsProduction assets

Intrinsic value of Arista Networks, Inc. (ANET)

Previous Close$126.06
Intrinsic Value$1,057.22
Upside potential  +739%
Previous Close
$126.06
Intrinsic Value
$1,057.22
Potential        
+739%

VALUATION INPUT DATA (original, your and others' valuations)

ParameterOrig.Your
Date of valuation (DoV)  
Intrinsic value (IV) at DoV, $/sh  
IV at current val. algorithm, $/sh1057.22 1057.22

The original valuation is based on fiscal year data as of 2021-12-31 and quarterly data as of 2022-09-30.

Registered users can save their valuation input data

  1. Annual
  2. Quarterly YoY
  3. Quarterly QoQ

Annual revenue growth rates, % (past and forecasted)

NOTE: The bar chart shows historic and forecasted yearly revenue growth rates. Its purpose is to help you in determining what initial revenue rate you want to base your stock valuation on. Please make sure that you are confident in the value you select - for most stocks it is by far the most important parameter in valuation.

Company description

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.

show cash flow forecast

FINANCIAL STATEMENTS FORECAST and PRESENT VALUE CALCULATION

Fiscal year2021(a)2022202320242025202620272028202920302031203220332034203520362037203820392040204120422043204420452046

INCOME STATEMENT

Revenue growth rate, %27.2NaN
Revenue, $2948NaN
Variable operating expenses, $mNaN
Fixed operating expenses, $mNaN
Total operating expenses, $m2023NaN
Operating income, $m925NaN
EBITDA, $m991NaN
Interest expense (income), $mNaN
Earnings before tax, $m931NaN
Tax expense, $m90NaN
Net income, $m841NaN

BALANCE SHEET

Cash and short-term investments, $m3408NaN
Total assets, $m5734NaN
Adjusted assets (=assets-cash), $m2326NaN
Average production assets, $m424NaN
Working capital, $m3703NaN
Total debt, $m77NaN
Total liabilities, $m1755NaN
Total equity, $m3979NaN
Debt-to-equity ratio0.019NaN
Adjusted equity ratio0.254NaN

CASH FLOW

Net income, $m841NaN
Depreciation, amort., depletion, $m66NaN
Funds from operations, $mNaN
Change in working capital, $mNaN
Cash from operations, $m1016NaN
Maintenance CAPEX, $mNaN
New CAPEX, $mNaN
Total CAPEX, $m-65NaN
Free cash flow, $m1081NaN
Issuance/(repurchase) of shares, $mNaN
Retained Cash Flow, $mNaN
Pot'l extraordinary dividend, $m3703
Cash available for distribution, $mNaN
Discount rate, %NaN
PV of cash for distribution, $mNaN
Current shareholders' claim on cash, %NaN
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