Arista Networks (ANET) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Arista Networks stock (ANET) is currently trading at $135.01. Arista Networks PE ratio is 47.56. Arista Networks PS ratio (Price-to-Sales) is 18.29. Analyst consensus price target for ANET is $177.74. WallStSmart rates ANET as Moderate Buy.
- ANET PE ratio analysis and historical PE chart
- ANET PS ratio (Price-to-Sales) history and trend
- ANET intrinsic value — DCF, Graham Number, EPV models
- ANET stock price prediction 2025 2026 2027 2028 2029 2030
- ANET fair value vs current price
- ANET insider transactions and insider buying
- Is ANET undervalued or overvalued?
- Arista Networks financial analysis — revenue, earnings, cash flow
- ANET Piotroski F-Score and Altman Z-Score
- ANET analyst price target and Smart Rating
Arista Networks
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ANET Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Arista Networks (ANET)
ANET trades 29% above its Graham fair value of $102.74, indicating the stock may be overvalued at current levels.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Arista Networks (ANET) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in market cap, return on equity, operating margin. Concerns around price/sales and price/book. Overall metrics suggest strong investment potential with favorable risk/reward.
Arista Networks (ANET) Key Strengths (6)
Every $100 of shareholder equity generates $31 in profit
Keeps $42 of every $100 in revenue after operating costs
Keeps $39 of every $100 in revenue as net profit
70.79% of shares held by major funds and institutions
Large-cap company with substantial market presence
Strong revenue growth at 28.90% annually
Supporting Valuation Data
Arista Networks (ANET) Areas to Watch (4)
Very expensive at 18.3x annual revenue
Very expensive at 13.3x book value
Growth is fairly priced, not cheap, not expensive
Solid earnings growth at 19.10%
Supporting Valuation Data
Arista Networks (ANET) Detailed Analysis Report
Overall Assessment
This company scores 69/100 in our Smart Analysis, earning a B- grade. Out of 10 metrics analyzed, 6 register as strengths (avg 9.5/10) while 4 fall into concern territory (avg 4.0/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with Return on Equity at 31.40%, Operating Margin at 41.50%, Profit Margin at 39.00%. Growth metrics are encouraging with Revenue Growth at 28.90%.
The Bear Case
The primary concerns are Price/Sales, Price/Book, PEG Ratio. Some valuation metrics including PEG Ratio (1.85), Price/Sales (18.29), Price/Book (13.33) suggest expensive pricing. Growth concerns include EPS Growth at 19.10%, which may limit upside.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Price/Sales improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 31.40% currently healthy but needing to be sustained. Third, growth sustainability, with Revenue Growth at 28.90% strong but requiring continuation.
Risk Considerations
Based on the metric profile, this is a moderate-to-high risk investment. The weight of evidence leans positive, with more strengths than concerns. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Mixed fundamentals with both positives (Return on Equity, Operating Margin) and negatives (Price/Sales, Price/Book). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
ANET Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
ANET's Price-to-Sales ratio of 18.29x trades at a deep discount to its historical average of 100.63x (4th percentile). The current valuation is 92% below its historical high of 221.11x set in Jan 2018, and 36% above its historical low of 13.4x in Apr 2025. Over the past 12 months, the PS ratio has expanded from ~14.3x, reflecting growing market expectations outpacing revenue growth.
WallStSmart Analysis Synopsis
Data-driven financial summary for Arista Networks (ANET) · TECHNOLOGY › COMPUTER HARDWARE
The Big Picture
Arista Networks is a strong growth company balancing expansion with improving profitability. Revenue reached 9.0B with 29% growth year-over-year. Profit margins are strong at 39.0%, reflecting pricing power and operational efficiency.
Key Findings
Revenue growing at 29% YoY, reaching 9.0B. This pace significantly outperforms most COMPUTER HARDWARE peers.
ROE of 31.4% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
What to Watch Next
Growth sustainability: can Arista Networks maintain 29%+ revenue growth, or will competition slow it down?
Sector dynamics: monitor COMPUTER HARDWARE industry trends, competitive moves, and regulatory changes that could impact Arista Networks.
Bottom Line
Arista Networks offers an attractive blend of growth (29% revenue expansion) and improving fundamentals. The company is transitioning from pure growth to profitable growth, a critical inflection point. Watch for sustained margin expansion as the key signal.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(135 last 3 months)
| Insider | Type | Shares |
|---|---|---|
BREITHAUPT, CHANTELLE YVETTE Senior Vice President, CFO | Buy | +19,170 |
Data sourced from SEC Form 4 filings
Last updated: 10:09:19 AM
About Arista Networks(ANET)
NYSE
TECHNOLOGY
COMPUTER HARDWARE
USA
Arista Networks (formerly Arastra) is an American computer networking company headquartered in Santa Clara, California. The company designs and sells multilayer network switches to deliver software-defined networking (SDN) solutions for large datacenter, cloud computing, high-performance computing, and high-frequency trading environments.