Added to YB: 2024-08-28
Pitch date: 2024-08-26
ANET [bullish]
Arista Networks, Inc.
+46.2%
current return
Author Info
Kroker Equity Research is a value investor that uses Discounted Cash Flow (DCF) Model or the Excess Returns Model to value stocks. Sign up for their newsletter.
Company Info
Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$166.7B
Pitch Price
$85.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.65
P/E
50.33
EV/Sales
18.53
Sector
Communications Equipment
Category
growth
#48 World's best stocks - Ep.2 - Arista Networks, Inc.
ANET (pass - high valuation): Cloud/AI networking leader w/ 29.6% 10Y rev CAGR, 41.2% EPS CAGR. 55.1% avg ROIC, -2.34 Net Debt/EBITDA. Strong growth from AI infra. Pricey at 40x fwd P/E, but 23.3x 2027 P/E more attractive. Long-term potential but valuation a concern.
Read full article (2 min)