Company Valuation: Arista Networks, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 44,172 37,081 73,267 139,241 165,004 219,089 - -
Change - -16.05% 97.59% 90.05% 18.5% 32.78% - -
Enterprise Value (EV) 1 40,764 34,058 68,259 130,938 154,261 203,818 199,696 196,252
Change - -16.45% 100.42% 91.82% 17.81% 32.13% -2.02% -1.72%
P/E 54.7x 28.4x 35.8x 49.6x 47.6x 51.6x 41.6x 33.2x
PBR 11.1x 7.61x 10.1x 13.9x 13.3x 13.2x 10.4x 7.55x
PEG - 0.5x 0.7x 1.4x 2x 2.3x 1.7x 1.3x
Capitalization / Revenue 15x 8.46x 12.5x 19.9x 18.3x 18.9x 15.2x 12.5x
EV / Revenue 13.8x 7.77x 11.6x 18.7x 17.1x 17.5x 13.9x 11.2x
EV / EBITDA 34.2x 18.3x 25.5x 38.6x 35x 36.6x 28.9x 23.3x
EV / EBIT 35.7x 19x 26.2x 39.4x 35.6x 37.3x 29.3x 23.3x
EV / FCF 42.9x 76x 34.1x 35.6x 36.3x 39.7x 35.5x 30.3x
FCF Yield 2.33% 1.32% 2.93% 2.81% 2.76% 2.52% 2.82% 3.3%
Dividend per Share 2 - - - - - - - -
Rate of return - - - - - - - -
EPS 2 0.6575 1.068 1.645 2.23 2.75 3.373 4.184 5.235
Distribution rate - - - - - - - -
Net sales 1 2,948 4,381 5,860 7,003 9,006 11,617 14,378 17,478
EBITDA 1 1,191 1,859 2,674 3,389 4,410 5,564 6,914 8,431
EBIT 1 1,141 1,796 2,603 3,327 4,337 5,457 6,817 8,410
Net income 1 840.9 1,352 2,087 2,852 3,511 4,292 5,246 6,268
Net Debt 1 -3,408 -3,024 -5,008 -8,303 -10,743 -15,271 -19,393 -22,836
Reference price 2 35.94 30.34 58.88 110.53 131.03 173.99 173.99 173.99
Nbr of stocks (in thousands) 1,229,134 1,222,290 1,244,401 1,259,760 1,259,285 1,259,203 - -
Announcement Date 14/2/22 13/2/23 12/2/24 18/2/25 12/2/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
52.36x17.83x37.22x-.--% 222B
34.68x7.26x18.75x1.47% 444B
37.91x12.14x30.2x0.28% 185B
20.5x0.85x14.88x2.19% 184B
30.68x5.86x17.14x1.17% 67.56B
168.78x21.72x63.69x-.--% 64.86B
78.3x9.12x42.1x-.--% 57.69B
38.86x2.19x14.23x1.73% 55.38B
20.36x2.87x13.55x3% 48.4B
25.62x5.47x18.93x1.72% 46.3B
Average 50.80x 8.53x 27.07x 1.16% 137.64B
Weighted average by Cap. 43.38x 9.04x 25.42x 1.09%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

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