NYSE · Technology · Computer Hardware · USA
Arista Networks Inc is a mega cap company (market value over $200 billion) in the Computer Hardware industry.
Arista Networks provides networking solutions that connect artificial intelligence centers, data centers, campus networks, and wide-area networks through its Extensible Operating System and Network Data Lake platform. The company serves cloud providers, internet service providers, and enterprise customers globally with switches, routers, software, and managed services.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Arista Networks Inc stock.
Overvalued: intrinsic value $114.88 per share, market price $182.95, margin of safety -59.2% (as of 2026-10-19).
A 12.5x revenue multiple, adjusted for growth and margin, values the shares at $114.88; the price of $182.95 is 59% above that value.
Leak Score: 65/100 on 10 of 12 signals (Faint Leak).
17 more funds hold it; the full list is part of the paid plan.
All 45 Computer Hardware stocks
5 more in this industry show a wider margin of safety.
ANET is overvalued (as of the 2026-10-19 close). A 12.5x revenue multiple, adjusted for growth and margin, values the shares at $114.88; the price of $182.95 is 59% above that value.
$114.88 per share (as of the 2026-10-19 close), against a market price of $182.95. That is a margin of safety of -59.2%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
The price pays more for each dollar of sales than its growth and margins justify. Times its sales the price pays: 20.6x. Multiple we apply for its growth and margins: 12.5x.
65 out of 100, which we rate "Faint Leak", on 10 of 12 value investing signals.