Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. More Details
Flawless balance sheet with proven track record.
Share Price & News
How has Arista Networks's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: 117's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: 117 exceeded the German Communications industry which returned -1.3% over the past year.
Return vs Market: 117 exceeded the German Market which returned -6.6% over the past year.
Price Volatility Vs. Market
How volatile is Arista Networks's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is Arista Networks undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: 117 (€173.46) is trading below our estimate of fair value (€390.01)
Significantly Below Fair Value: 117 is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: 117 is good value based on its PE Ratio (21.2x) compared to the XE Communications industry average (22.6x).
PE vs Market: 117's PE Ratio (21.2x) is in line with the German market.
Price to Earnings Growth Ratio
PEG Ratio: 117 is poor value based on its PEG Ratio (1.6x)
Price to Book Ratio
PB vs Industry: 117 is overvalued based on its PB Ratio (5.2x) compared to the DE Communications industry average (2.8x).
How is Arista Networks forecast to perform in the next 1 to 3 years based on estimates from 27 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: 117's forecast earnings growth (13.5% per year) is above the savings rate (0.2%).
Earnings vs Market: 117's earnings (13.5% per year) are forecast to grow slower than the German market (25.7% per year).
High Growth Earnings: 117's earnings are forecast to grow, but not significantly.
Revenue vs Market: 117's revenue (12.3% per year) is forecast to grow faster than the German market (5.9% per year).
High Growth Revenue: 117's revenue (12.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: 117's Return on Equity is forecast to be high in 3 years time (20.7%)
How has Arista Networks performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: 117 has high quality earnings.
Growing Profit Margin: 117's current net profit margins (33.1%) are higher than last year (30.8%).
Past Earnings Growth Analysis
Earnings Trend: 117's earnings have grown significantly by 39.4% per year over the past 5 years.
Accelerating Growth: 117's earnings growth over the past year (3.2%) is below its 5-year average (39.4% per year).
Earnings vs Industry: 117 earnings growth over the past year (3.2%) underperformed the Communications industry 6.1%.
Return on Equity
High ROE: 117's Return on Equity (24.8%) is considered high.
How is Arista Networks's financial position?
Financial Position Analysis
Short Term Liabilities: 117's short term assets ($3.6B) exceed its short term liabilities ($640.2M).
Long Term Liabilities: 117's short term assets ($3.6B) exceed its long term liabilities ($659.2M).
Debt to Equity History and Analysis
Debt Level: 117 is debt free.
Reducing Debt: 117 has no debt compared to 5 years ago when its debt to equity ratio was 0.02%.
Debt Coverage: 117 has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: 117 has no debt, therefore coverage of interest payments is not a concern.
What is Arista Networks's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate 117's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate 117's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if 117's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if 117's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of 117's dividend in 3 years as they are not forecast to pay a notable one for the German market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Jayshree Ullal (59 yo)
Ms. Jayshree V. Ullal serves as President, Chief Executive Officer and Director at Arista Networks, Inc. since October 2008. Ms. Ullal serves as Director of Snowflake Inc. since June 2020. She is a network ...
CEO Compensation Analysis
Compensation vs Market: Jayshree's total compensation ($USD1.38M) is below average for companies of similar size in the German market ($USD5.19M).
Compensation vs Earnings: Jayshree's compensation has been consistent with company performance over the past year.
|Co-Founder||16.75yrs||no data||16.56% |
|CFO , Senior VP & Principal Accounting Officer||5.42yrs||US$2.65m||0.013% |
|Senior VP & COO||1.58yrs||US$7.55m||0.0055% |
|Senior VP & General Counsel||7.58yrs||US$2.65m||0.00094% |
|Head of Corporate & Investor Development||no data||no data||no data|
|Senior Vice President of Global Operations & Marketing||no data||no data||no data|
|Chief Sales Officer||no data||no data||no data|
|Vice President of Global Human Resources||no data||no data||no data|
|Senior Vice President of World Wide Sales||0.75yr||no data||no data|
|MD of Development & Operations and Head of Technology Centre||4.83yrs||no data||no data|
Experienced Management: 117's management team is seasoned and experienced (5.4 years average tenure).
|Co-Founder||16.75yrs||no data||16.56% |
|Independent Director||7.5yrs||US$764.04k||0.10% |
|Independent Director||3.33yrs||US$95.00k||0.0072% |
|Independent Director||7.33yrs||US$767.04k||0.00063% |
|Independent Director||0.25yr||no data||0.00034% |
|Lead Independent Director||1.58yrs||US$797.79k||0.011% |
|Independent Director||6.58yrs||US$95.00k||0.0059% |
Experienced Board: 117's board of directors are considered experienced (7 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Arista Networks, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Arista Networks, Inc.
- Ticker: 117
- Exchange: DB
- Founded: 2004
- Industry: Communications Equipment
- Sector: Tech
- Market Cap: US$15.445b
- Listing Market Cap: US$13.254b
- Shares outstanding: 76.03m
- Website: https://www.arista.com
Number of Employees
- Arista Networks, Inc.
- 5453 Great America Parkway
- Santa Clara
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|ANET||NYSE (New York Stock Exchange)||Yes||Common shares||US||USD||Jun 2014|
|117||DB (Deutsche Boerse AG)||Yes||Common shares||DE||EUR||Jun 2014|
|0HHR||LSE (London Stock Exchange)||Yes||Common shares||GB||USD||Jun 2014|
|ANET *||BMV (Bolsa Mexicana de Valores)||Yes||Common shares||MX||MXN||Jun 2014|
|ANET||WBAG (Wiener Boerse AG)||Yes||Common shares||AT||EUR||Jun 2014|
|A1NE34||BOVESPA (Bolsa de Valores de Sao Paulo)||BDR EACH 4 REPR 1 COM||BR||BRL||Jan 2020|
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 ext ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/10/30 21:48|
|End of Day Share Price||2020/10/29 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.