Arista Networks Valuation
Is ANET * undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
0/6Valuation Score 0/6
Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value
What is the Fair Price of ANET * when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: ANET * (MX$4900) is trading above our estimate of fair value (MX$4490.53)
Significantly Below Fair Value: ANET * is trading above our estimate of fair value.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for ANET *?
Other financial metrics that can be useful for relative valuation.
What is ANET *'s n/a Ratio? | |
---|---|
n/a | 0x |
n/a | n/a |
Market Cap | US$92.78b |
Key Statistics | |
---|---|
Enterprise Value/Revenue | 14.4x |
Enterprise Value/EBITDA | 35x |
PEG Ratio | 3.5x |
Price to Earnings Ratio vs Peers
How does ANET *'s PE Ratio compare to its peers?
Company | Forward PE | Estimated Growth | Market Cap |
---|---|---|---|
Peer Average | 31.9x | ||
MSI Motorola Solutions | 43.5x | 17.0% | US$60.1b |
CSCO Cisco Systems | 14.5x | 0.5% | US$193.5b |
300308 Zhongji Innolight | 45.9x | 28.4% | CN¥134.6b |
NOKIA Nokia Oyj | 23.6x | 16.2% | €19.2b |
ANET * Arista Networks | 43x | 12.2% | Mex$92.8b |
Price-To-Earnings vs Peers: ANET * is expensive based on its Price-To-Earnings Ratio (43x) compared to the peer average (31.9x).
Price to Earnings Ratio vs Industry
How does ANET *'s PE Ratio compare vs other companies in the Global Communications Industry?
Price-To-Earnings vs Industry: ANET * is expensive based on its Price-To-Earnings Ratio (43x) compared to the Global Communications industry average (31x).
Price to Earnings Ratio vs Fair Ratio
What is ANET *'s PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
Fair Ratio | |
---|---|
Current PE Ratio | 43x |
Fair PE Ratio | n/a |
Price-To-Earnings vs Fair Ratio: Insufficient data to calculate ANET *'s Price-To-Earnings Fair Ratio for valuation analysis.
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
Date | Share Price | Average 1Y Price Target | Dispersion | High | Low | 1Y Actual price | Analysts |
---|---|---|---|---|---|---|---|
Current | Mex$4,900.00 | Mex$5,220.63 +6.5% | 12.2% | Mex$6,529.72 | Mex$3,491.47 | n/a | 23 |
May ’25 | n/a | Mex$4,989.19 0% | 13.7% | Mex$6,094.15 | Mex$3,338.09 | n/a | 25 |
Apr ’25 | Mex$4,770.00 | Mex$4,932.07 +3.4% | 12.3% | Mex$5,957.34 | Mex$3,263.15 | n/a | 25 |
Mar ’25 | Mex$4,690.00 | Mex$4,981.26 +6.2% | 11.6% | Mex$5,647.85 | Mex$3,337.37 | n/a | 25 |
Feb ’25 | n/a | Mex$4,208.32 0% | 17.2% | Mex$5,505.28 | Mex$2,752.64 | n/a | 23 |
Jan ’25 | n/a | Mex$3,864.42 0% | 12.7% | Mex$5,120.79 | Mex$2,731.09 | n/a | 23 |
Dec ’24 | Mex$3,811.00 | Mex$3,759.44 -1.4% | 9.5% | Mex$4,261.41 | Mex$2,749.30 | n/a | 23 |
Nov ’24 | Mex$3,191.60 | Mex$3,809.21 +19.4% | 8.8% | Mex$4,182.91 | Mex$2,884.77 | n/a | 22 |
Oct ’24 | n/a | Mex$3,426.81 0% | 10.7% | Mex$3,937.26 | Mex$2,567.78 | n/a | 22 |
Sep ’24 | n/a | Mex$3,363.10 0% | 10.0% | Mex$3,845.54 | Mex$2,563.70 | n/a | 22 |
Aug ’24 | Mex$3,209.98 | Mex$3,226.64 +0.5% | 12.0% | Mex$3,793.79 | Mex$2,512.33 | n/a | 22 |
Jul ’24 | Mex$2,808.00 | Mex$2,922.30 +4.1% | 11.4% | Mex$3,423.90 | Mex$2,311.13 | n/a | 20 |
Jun ’24 | Mex$2,861.15 | Mex$3,006.10 +5.1% | 11.1% | Mex$3,537.68 | Mex$2,387.93 | n/a | 19 |
May ’24 | Mex$2,867.00 | Mex$3,014.16 +5.1% | 12.6% | Mex$3,585.72 | Mex$2,330.72 | n/a | 20 |
Apr ’24 | Mex$3,103.00 | Mex$3,081.27 -0.7% | 13.7% | Mex$4,189.73 | Mex$2,420.73 | Mex$4,770.00 | 22 |
Mar ’24 | n/a | Mex$3,017.24 0% | 13.3% | Mex$4,136.76 | Mex$2,390.13 | Mex$4,690.00 | 22 |
Feb ’24 | Mex$2,188.00 | Mex$2,918.45 +33.4% | 14.4% | Mex$3,958.95 | Mex$2,207.30 | n/a | 22 |
Jan ’24 | n/a | Mex$3,060.67 0% | 14.4% | Mex$4,141.04 | Mex$2,308.82 | n/a | 22 |
Dec ’23 | Mex$2,555.00 | Mex$3,054.75 +19.6% | 13.9% | Mex$3,967.92 | Mex$2,310.38 | Mex$3,811.00 | 22 |
Nov ’23 | n/a | Mex$2,916.04 0% | 15.4% | Mex$4,003.14 | Mex$2,267.79 | Mex$3,191.60 | 22 |
Oct ’23 | n/a | Mex$2,985.61 0% | 15.7% | Mex$3,855.34 | Mex$2,141.85 | n/a | 22 |
Sep ’23 | Mex$2,334.00 | Mex$2,949.33 +26.4% | 15.3% | Mex$3,806.63 | Mex$2,114.79 | n/a | 23 |
Aug ’23 | n/a | Mex$2,877.35 0% | 14.3% | Mex$3,626.55 | Mex$2,139.26 | Mex$3,209.98 | 22 |
Jul ’23 | Mex$1,908.00 | Mex$2,920.82 +53.1% | 13.5% | Mex$3,582.96 | Mex$2,113.55 | Mex$2,808.00 | 19 |
Jun ’23 | Mex$1,985.00 | Mex$2,931.67 +47.7% | 11.6% | Mex$3,507.22 | Mex$2,068.87 | Mex$2,861.15 | 19 |
May ’23 | n/a | Mex$3,089.82 0% | 11.1% | Mex$3,664.12 | Mex$2,198.47 | Mex$2,867.00 | 21 |
Analyst Forecast: Target price is lower than the current share price.