Arista Networks Inc (ANET) is overvalued and Everpure Inc (P) is overvalued.
Both trade above our estimate of their intrinsic value. ANET is the closer of the two: -79%, against -548% for P.
Values as of the 22 Sept 2026 close.
A 12.5x revenue multiple, adjusted for growth and margin, values the shares at $114.88; the price of $205.19 is 79% above that value.
Leak Score 72/100 on 8 of 12 signals
Discounting its cash flows at 11.5% (average of 2 methods) values the shares at $17.11; the price of $110.89 is 548% above that value.
Leak Score 55/100 on 9 of 12 signals
| Metric | ANET | P |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $205.19 | $110.89 |
| Intrinsic value | $114.88 | $17.11 |
| Margin of safety | -79% | -548% |
| Leak Score | 72/100 (8/12) | 55/100 (9/12) |
| Market cap | $258.8B | $37.0B |
| Revenue growth, 5 years | 31.2% | 16.8% |
| Operating margin | 43.1% | 5.3% |
| Net margin | 38.4% | 5.9% |
| Return on equity | 31.5% | 17.7% |
| Debt to equity | 0.00 | 0.15 |
| P/E | 64.7x | 151.3x |
| Forward P/E | 39.3x | 31.2x |
| P/B | 17.5x | 24.0x |