ANET · Arista Networks, Inc.
$157.602026-07-21Sector: Technology; Industry: Computer Hardware; Sub-Industry: Communications Equipment
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Base · active
$70
-55.5% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($44 · $87) Analysts Range ($164 · $200) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2024.Q1 | $5.9B | — | 43.1% | 13.6% | $2.2B | −$380MM | $1.8B | 11.0% | — | 47.6% | $4.6B | $1.64 | — |
| 2024.Q4 | $5.9B | 0.0% | 43.1% | 12.6% | $2.2B | $672MM | $2.9B | 10.8% | — | 52.2% | $3.9B | $1.64 | — |
| 2025.Q1 | $7.0B | 19.5% | 47.1% | 13.4% | $2.9B | $566MM | $3.4B | 11.8% | — | 68.2% | $4.5B | $2.24 | — |
| 2025.Q4 | $7.0B | 0.0% | 47.1% | 17.4% | $2.7B | −$59MM | $2.7B | 11.0% | — | 62.9% | $4.2B | $2.24 | — |
| 2026.Q1 | $9.7B | 38.7% | 47.9% | 18.5% | $3.8B | $591MM | $4.4B | 11.6% | — | 89.8% | $4.3B | $2.92 | 43.2 |
| italics below = DCF projection · 10yr Rev CAGR: 11.9% |
| 2027.Q1 | $12.4B | +28.1% | 53.6% | 18.7% | $5.4B | $0MM | $5.4B | 10.1% | $4.9B | 126.7% | $4.3B | $3.40 | 46.4 |
| 2028.Q1 | $15.2B | +22.6% | 49.5% | 18.8% | $6.1B | $0MM | $6.1B | 9.9% | $5.1B | 143.0% | $4.3B | $3.76 | 41.9 |
| 2029.Q1 | $18.6B | +21.8% | 45.3% | 19.0% | $6.8B | $0MM | $6.8B | 9.8% | $5.1B | 159.3% | $4.3B | $4.09 | 38.5 |
| 2030.Q1 | $20.8B | +12.2% | 41.2% | 19.1% | $6.9B | $0MM | $6.9B | 9.6% | $4.8B | 162.0% | $4.3B | $4.03 | 39.1 |
| 2031.Q1 | $22.6B | +8.5% | 37.0% | 19.3% | $6.8B | $0MM | $6.8B | 9.5% | $4.2B | 157.7% | $4.3B | $3.78 | 41.7 |
|
| Term. Yr+ | $31.2B | 4.1% | 20.4% | 20.0% | $5.1B | −$886MM | $4.2B | 8.6% | $38.1B | 23.6% | — | — | — |
Active scenario IV: $70 (-55.5% vs market)