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We have researched Arista Networks. The verdict, the fair value and the argument behind them are available to Premium members.
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You get a bear, base and bull case with the assumptions behind each, the price we think it is worth, and the specific things that would break the thesis.
Put a question to the analyst and get an answer grounded in this company's own filings and our research — "what breaks the thesis?", "how much of profit goes to interest?"
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Annual financial statements as reported, going back as far as the data allows.
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This company has been valued on Reinvestment-consistent DCF, with a year-by-year forecast, the cost of capital built up from the risk-free rate, a bear/base/bull scenario set and a sensitivity grid. The fair value and the scenario range are on the Overview; the workings behind them — every driver, rate and sensitivity — are Premium.
The 6 investable Computer Hardware industry peers closest in size, largest first. Market caps are shown in USD so the set compares like with like; the multiples are currency-neutral. The median is taken across the PEERS only — it is what this company is being compared to — and per column, over the peers that actually report each measure.
| Company | Mkt cap (USD) | P/E | EV/FCF | P/B | ROIC | Op margin |
|---|---|---|---|---|---|---|
| Dell Technologies DELL | $341.7bn | 40.6× | 42.3× | — | 31.0% | 7.2% |
| Sandisk SNDK | $254.8bn | 22.3× | 21.8× | 16.2× | 99.2% | 61.2% |
| Arista Networks ANET | $243.5bn | 60.2× | 56.8× | 19.7× | 30.4% | 42.8% |
| Seagate Technology STX | $192.5bn | 60.5× | 62.6× | 88.8× | 87.7% | 33.6% |
| Western Digital WDC | $168.5bn | 17.9× | 47.9× | 19.0× | 50.8% | 34.5% |
| Hygon Information Technology Co. Ltd. A 688041 | $84.3bn | — | — | 25.2× | 19.0% | 24.8% |
| Lenovo Group Ltd PK LNVGY | $61.3bn | 32.1× | 21.8× | 8.0× | 28.9% | 3.8% |
| Peer median | $180.5bn | 32.1× | 42.3× | 19.0× | 40.9% | 29.2% |
A comparable set says what the market is paying for similar businesses today, not what any of them is worth. It is a cross-check on the model above, not a substitute for it.
A full deep-dive (business, moat, risks, valuation and scenarios) hasn't been generated for this company yet.
Source documents straight from the database — click to read the raw filing or release. Our read on what matters lives in Recent developments.
Upcoming and recent investor events — results, AGM, dividend and ex-dividend dates — from the company's own investor calendar.
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| Listing | Exchange | Ticker | Currency | Price | Type |
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Interactive price chart with the common technical-analysis overlays and indicators — moving averages, Bollinger Bands, volume, RSI and MACD — plus an at-a-glance momentum summary. Use the chart's own toolbar to add or remove studies, change timeframe, or search a different listing.
A note on method: PrimerIQ's research is built bottom-up from the filings — what a business earns and what it's worth. The charts below read price history, not the business; we include them because many investors want them, not because they drive our valuation. Treat them as one lens among several.
Relative strength percentile: 81 vs market, 76 vs industry. Momentum rank is a 0–100 percentile across 36,468 companies — one lens, not a valuation signal.
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The webcast audio itself, transcribed in full, with the structural signals the transcript text alone loses — how scripted rather than spontaneous the language is, where management hesitated longest, and which answers were most hedged.
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