Company context

Arista Networks, Inc.

NYSE:ANET

Computer Peripherals · benchmarked against Electronic Technology inside the CIBR constituent company universe.

Active tabPeers

Current readGood

Last close174.03

1M return+0.43%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries3078 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:ANET 1W +3.25%, 1M +0.43%, 3M +22.81%, 6M +39.67%, 1Y +27.45%, 3Y +284.81%; NASDAQ:NTAP 1W +3.04%, 1M +0.61%, 3M +36.43%, 6M +66.56%, 1Y +45.88%, 3Y +120.21%; NASDAQ:AVGO 1W +2.90%, 1M +3.05%, 3M -8.42%, 6M +22.77%, 1Y +29.56%, 3Y +352.33%; NASDAQ:CSCO 1W +1.48%, 1M -2.37%, 3M -6.39%, 6M +40.93%, 1Y +61.07%, 3Y +99.78%; EURONEXT:HO 1W +1.77%, 1M -7.09%, 3M +0.13%, 6M -11.29%, 1Y -3.28%, 3Y +70.86%; NASDAQ:RDWR 1W -3.69%, 1M +7.18%, 3M +18.83%, 6M +25.27%, 1Y +7.26%, 3Y +52.13%; NASDAQ:FTNT 1W -2.13%, 1M -3.08%, 3M +24.39%, 6M +94.02%, 1Y +99.76%, 3Y +167.56%; NASDAQ:PANW 1W -4.15%, 1M -5.10%, 3M +37.06%, 6M +117.37%, 1Y +78.09%, 3Y +194.07%; NASDAQ:DDOG 1W -2.84%, 1M -0.19%, 3M +22.05%, 6M +128.04%, 1Y +86.48%, 3Y +175.24%; NASDAQ:CRWD 1W -5.95%, 1M -3.88%, 3M -69.03%, 6M -51.04%, 1Y -54.77%, 3Y +28.12%; NASDAQ:CHKP 1W +4.10%, 1M +12.41%, 3M -0.37%, 6M -27.14%, 1Y -37.13%, 3Y +8.65%

Company1W

1M

3M

6M

1Y

3Y

NYSE:ANET+3.25%+0.43%+22.81%+39.67%+27.45%+284.81%

NASDAQ:NTAP+3.04%+0.61%+36.43%+66.56%+45.88%+120.21%

NASDAQ:AVGO+2.90%+3.05%-8.42%+22.77%+29.56%+352.33%

NASDAQ:CSCO+1.48%-2.37%-6.39%+40.93%+61.07%+99.78%

EURONEXT:HO+1.77%-7.09%+0.13%-11.29%-3.28%+70.86%

NASDAQ:RDWR-3.69%+7.18%+18.83%+25.27%+7.26%+52.13%

NASDAQ:FTNT-2.13%-3.08%+24.39%+94.02%+99.76%+167.56%

NASDAQ:PANW-4.15%-5.10%+37.06%+117.37%+78.09%+194.07%

NASDAQ:DDOG-2.84%-0.19%+22.05%+128.04%+86.48%+175.24%

NASDAQ:CRWD-5.95%-3.88%-69.03%-51.04%-54.77%+28.12%

NASDAQ:CHKP+4.10%+12.41%-0.37%-27.14%-37.13%+8.65%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:FTNT+99.76% 1Y · +167.56% 3Y

NASDAQ:DDOG+86.48% 1Y · +175.24% 3Y

NASDAQ:PANW+78.09% 1Y · +194.07% 3Y

NASDAQ:CSCO+61.07% 1Y · +99.78% 3Y

Risk and quality spread

NASDAQ:FTNTGM +80.30% · ROE +132.39%

NASDAQ:NTAPGM +70.59% · ROE +106.73%

NASDAQ:CHKPGM +85.42% · ROE +38.02%

NASDAQ:AVGOGM +65.66% · ROE +37.28%

Valuation screen

NASDAQ:CHKPP/E 13.95 · FCF yield +8.95%

NASDAQ:NTAPP/E 25.35 · FCF yield +5.91%

EURONEXT:HOP/E 27.55 · FCF yield +5.87%

NASDAQ:CSCOP/E 36.09 · FCF yield +2.70%

Valuation versus growth

P/E against 1Y return

NYSE:ANET P/E 57.99 1Y +27.45%, NASDAQ:NTAP P/E 25.35 1Y +45.88%, NASDAQ:AVGO P/E 62.95 1Y +29.56%, NASDAQ:CSCO P/E 36.09 1Y +61.07%, EURONEXT:HO P/E 27.55 1Y -3.28%, NASDAQ:RDWR P/E 70.09 1Y +7.26%, NASDAQ:FTNT P/E 61.96 1Y +99.76%, NASDAQ:PANW P/E 286.80 1Y +78.09%, NASDAQ:DDOG P/E 702.43 1Y +86.48%, NASDAQ:CRWD P/E n/a 1Y -54.77%, NASDAQ:CHKP P/E 13.95 1Y -37.13%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:ANETArista Networks, Inc.

57.9950th pctile22.1233rd pctile+2.48%33rd pctile+63.54%50th pctile+31.52%67th pctile0.00100th pctile

NASDAQ:NTAPNetApp, Inc.

25.35100th pctile4.7171st pctile+5.91%100th pctile+70.59%57th pctile+106.73%86th pctile2.020th pctile

NASDAQ:AVGOBroadcom Inc.

62.9529th pctile23.9614th pctile+1.82%14th pctile+65.66%43rd pctile+37.28%71st pctile0.7429th pctile

NASDAQ:CSCOCisco Systems, Inc.

36.0971st pctile7.3457th pctile+2.70%57th pctile+63.53%14th pctile+25.80%43rd pctile0.6843rd pctile

EURONEXT:HOThales SA

27.5586th pctile2.08100th pctile+5.87%86th pctile+26.44%0th pctile+21.63%29th pctile0.7714th pctile

NASDAQ:RDWRRadware Ltd.

70.0914th pctile4.3586th pctile+2.87%71st pctile+80.79%100th pctile+6.76%14th pctile0.0586th pctile

NASDAQ:FTNTFortinet, Inc.

61.9643rd pctile16.8943rd pctile+2.07%29th pctile+80.30%86th pctile+132.39%100th pctile0.5057th pctile

NASDAQ:PANWPalo Alto Networks, Inc.

286.800th pctile27.090th pctile+1.33%0th pctile+71.05%71st pctile+4.83%0th pctile0.0771st pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.