ANET · Arista Networks, Inc.
$126.682026-05-17Sector: Technology; Industry: Computer Hardware; Sub-Industry: Communications Equipment
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Base · active
$118
-6.9% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($57 · $129) Analysts Range ($165 · $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 |
|---|
| 2021.Q4 | $2.9B | — | 36.3% | 9.7% | $966MM | −$318MM | $648MM | 10.3% | — | 49.0% | $2.0B | $0.66 | — |
| 2022.Q4 | $4.4B | 48.6% | 40.3% | 14.5% | $1.5B | −$1.4B | $115MM | 10.6% | — | 54.2% | $3.6B | $1.06 | — |
| 2023.Q4 | $5.9B | 33.8% | 44.6% | 13.8% | $2.3B | −$395MM | $1.9B | 10.2% | — | 57.3% | $4.3B | $1.64 | — |
| 2024.Q4 | $7.0B | 19.5% | 48.6% | 12.6% | $3.0B | $529MM | $3.5B | 10.8% | — | 71.5% | $4.1B | $2.24 | — |
| 2025.Q4 | $9.0B | 28.6% | 49.5% | 17.4% | $3.7B | −$263MM | $3.4B | 11.0% | — | 85.1% | $4.6B | $2.75 | 36.2 |
| italics below = DCF projection · 10yr Rev CAGR: 15.3% |
| 2026.Q4 | $11.4B | +26.9% | 50.1% | 17.6% | $4.7B | $0MM | $4.7B | 9.8% | $4.3B | 103.0% | $4.6B | $3.20 | 39.6 |
| 2027.Q4 | $14.0B | +22.3% | 50.1% | 17.9% | $5.8B | $0MM | $5.8B | 9.7% | $4.8B | 125.5% | $4.6B | $3.90 | 32.5 |
| 2028.Q4 | $17.0B | +21.3% | 50.1% | 18.2% | $7.0B | $0MM | $7.0B | 9.6% | $5.3B | 151.8% | $4.6B | $4.71 | 26.9 |
| 2029.Q4 | $21.3B | +25.5% | 50.1% | 18.4% | $8.7B | $0MM | $8.7B | 9.4% | $6.0B | 189.8% | $4.6B | $5.90 | 21.5 |
| 2030.Q4 | $24.6B | +15.8% | 50.1% | 18.7% | $10.0B | $0MM | $10.0B | 9.3% | $6.4B | 219.1% | $4.6B | $6.81 | 18.6 |
|
| Term. Yr+ | $39.0B | 4.1% | 34.9% | 20.0% | $10.9B | −$1.9B | $9.0B | 8.6% | $82.3B | 23.6% | — | — | — |
Active scenario IV: $118 (-6.9% vs market)