ANET

$128.67

Public overview and default valuation.

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Valuation Details
Default assumptions: 10Y forecast, 9% market return, 2.5% terminal growth, 10.00% trendline growth.
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$68.96

With 20% Margin of Safety (MoS):

$55.17
-57.12% downside
Capital Efficiency
Average Quarterly ROIC
42.58%
Cost of Capital (estimated)8%
Value StatusCreating Value

The company is earning a higher return on invested capital than it costs to raise that capital — a sign of strong, efficient value creation.

Complete historical ROIC is available with
.
Fundamental Score
60
NeutralWeighted across 6 signals
DCF Discount
57.1% premium to price
0
FCF Yield
2.6% trailing FCF yield
15
ROIC vs WACC
ROIC 42.6% vs WACC 8.0% (5.3x)
100
Net Debt / FCF
Net cash position
100
Buybacks
Share count growing
30
FCF CAGR (5Y)
34.0% 5Y FCF CAGR
100
Strengths: ROIC vs WACC, Net Debt / FCF. Concerns: DCF Discount, FCF Yield.
Narrative Score
66
Improving
Weighted across 6 recent drivers · Last 30 days-1 vs previousVs 6-Month Baseline: Below Avg (31th pct)
Trend: Deteriorating downConfidence: 89%Updated: 5h ago
Sources: 108 (News 106 · Analyst 2)
Drivers
66 news sentiment+1.4
37 regulatory scrutiny+0.2
Earnings beat+0.0
Analyst upgrades+0.0
Margin pressure+0.0
Upgrade headlines+0.0
Other Metrics
P/E48.2
Profit Margin39.7%
Owner Earnings$3.52b
One Dollar Premise0.00%
Debt/Equity0.47
Current Ratio3.63
PEG13.878
Free Cash Flow (in millions)
20112012201320142015201620172018201920202021202220232024
$15$30$55$128$221$153$647$527$979$750$1,081$537$2,068$4,236
How Intrinziq Estimates Fair Value

Intrinziq estimates Arista Networks, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

Arista Networks, Inc.Technology

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 extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms. It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.

Last updated: Feb 06, 2026
Data sources: Financial Modeling Prep
This valuation is based on assumptions and publicly available data. It is not financial advice or a recommendation to buy or sell any security. Always do your own research before making investment decisions.
Arista Networks, Inc. (ANET) Intrinsic Value & DCF Valuation | Intrinziq